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About Pillar Financial

About Pillar Financial

At Pillar Financial Advisors, we believe in taking a client-first approach to help you reach your financial goals. As a family-run business with 2 generations of financial professionals, we have the unique advantage of being able to respond quickly to your needs as they arise.

We value integrity, dedication, and knowledge in our work, and strive to provide you with a roadmap to success. We want to give you clarity and peace of mind and will act as your guardrails, providing you with a sense of security.

We aim to create a lifelong relationship with you, by helping you make smart financial decisions, and adjusting your plan as needed throughout all of life's stages and challenges. We want to ensure that your plan has the best chance of success, and will always focus on your comfort level throughout the process.

Creating a lifelong relationships

Levi Palomo

Levi Palomo

Associate Financial Planner

Karen Palomo

Karen Palomo

Director of Marketing & Client Relations

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.