Core Values:

  • Prudence: We make disciplined, thoughtful decisions.
  • Partnership: We work in tandem with others to achieve their desired outcomes.
  • Impact: We act to create meaningful, lasting outcomes.
  • Passion: We bring energy, commitment, and genuine enthusiasm to our work.
  • Excellence: “Doing your best” is the minimum acceptable level of effort and quality, not something extra.

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Team photo for Palacios & Associates
Team photo for Palacios & Associates

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Our advisors

Advisor photo for Charles Palacios

Charles Palacios

CFP®, ChFC®, CLU®, APMA®, ChSNC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Charles Palacios Visit Charles Palacios's website
Advisor photo for Amanda Palacios

Amanda Palacios

APMA®

Private Wealth Advisor

Learn more about Amanda Palacios Visit Amanda Palacios's website


Our team

Gina Compton

Gina Compton

Client Service Manager

Raven Dhanju

Raven Dhanju

Financial Planning Assistant

Natalie Mukai

Natalie Mukai

Marketing Specialist