Rommel Palomera joined the FIDES Wealth Strategies Group team in July 2024. He brings with him over a decade of financial services experience, most recently working in the LPL Financial corporate headquarters where he assisted advisors with the various investments available to them through LPL Financial. His expertise and dedication to integrity will be a valuable addition to our team.
Rommel is a CERTIFIED FINANCIAL PLANNER™ and holds a Bachelor of Science degree in business management from San Diego State University.
FIDES Wealth Strategies Group’s client base consists predominantly of high- income tax-bracket professionals, executives, retirees, and business owners in various industries.
We have experience in the following areas:
- Comprehensive Financial Planning
- Tax Advantaged Investment Planning
- Insurance
- Benefits Plans for Business Owners & Employees
- Estate Planning
- Tax Conscious Strategies
- Fee Based Asset Management Account
Rommel was born and raised in San Diego and grew up in Alpine. He lives in La Mesa with his wife, Andrea. Outside of work, Rommel enjoys spending time watching the Padres, cooking, gardening, and working on house projects alongside his wife. Rommel and Andrea have a dog named Benny, who enjoys sleeping and going on walks.