Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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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®

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