Ms. Palomeque has nearly 20 years 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. She is currently at work on her first book, an investment primer written for the newly bereaved.
Ms. Palomeque is a volunteer group leader for the Grief Recovery Institute and a passionate advocate for Women for Women International, a charity that helps women in war-torn countries rebuild their lives. She is also a member of the San Francisco Financial Planners Association.
In addition to her Certified Financial Planner designation, she is a Certified Financial Life Planner, a Certified Divorce Financial Analyst, a Certified Grief Recovery Specialist, and a Level II Degriefing Practitioner.
Wealth Management Experience: 19 Years
Check the background of this investment professional on FINRA's BrokerCheck.