Ms. Palomeque has more than two and a half decades of experience in the investment business. Prior to First Republic, she was employed as a Portfolio Manager at Bay Isle Financial for 12 years. While she serves a diverse cross-section of clients, she has two areas of specialty: working with clients who wish to learn more about the investment arena and working with clients who are in times of emotional transition.
Ms. Palomeque is a volunteer group leader for the Grief Recovery Institute and is also a member of the San Francisco Financial Planners Association.
Ms. Palomeque is a CERTIFIED FINANCIAL PLANNERTM professional, a Certified Divorce Financial Analyst, a Certified Grief Recovery Specialist and a Level II Degriefing Practitioner.
Wealth Management Experience: Since 1993
Check the background of this investment professional on FINRA’s BrokerCheck.