Paladin Registry conducts background checks for financial professionals that validate and document the accuracy of information for compliance records, education, experience, certifications, criminal records, licensing, registration, and other information that impacts their competence, ethics, and business practices. The results of the background checks are documented in Professional Profiles and Findings Reports that can be viewed on the Paladin Registry website.
Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Joe Maas, Herb White, and Daniel Chen. Waymire observed, “These financial professionals are very rare. They don’t just talk about full transparency to investors, they practice it. Not only do they provide the information investors need to select them, they used a third party to validate the accuracy of their information”
Joe Maas (Seattle, WA) has worked in the financial services industry for the past 20 years. He received his BA degree from Seattle Pacific University, his MSFS from The American College, and he holds CFP®, CFA®, CWPP, ChFC® and CLU® designations. Maas provides fee-only financial planning and investment advisory services to businesses, nonprofits, individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2005. See Maas’s online profile at http://www.paladinregistry.com/
Herb White (Greenwood Village, CO) has worked in the financial services industry for the past 12 years. He received his BA from Regis University, his MBA from University of Phoenix, and he holds CFP®, ChFC®, and CLU® designations. White is a fee-only service provider who provides financial planning and investment advisory services to individuals and families. He was admitted to the Registry with a five star quality rating in 2005. Learn more about White at http://www.paladinregistry.com/
Daniel Chen (Ocean, NJ) has worked in the financial services industry for the past 28 years. He received his BA degree from Monmouth University and he is a member of the Financial Planning Association. Chen provides fee-only financial planning and investment advisory services to businesses, nonprofits, corporate pension funds, individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2006. See Chen’s online profile at http://www.paladinregistry.com/
ABOUT PALADIN REGISTRY
Paladin began providing information services to investors who use the services of financial planners, financial advisors, and money managers in 2003. Since then Paladin services have expanded to include advisor background checks, quality ratings, online documentation, and a free web-based match service that connects investors to local advisors who achieved the Registry’s highest quality rating (five stars). Visit www.PaladinRegistry.com for more information.
(916) 253-3334 (CA)
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Paladin provides information about financial planners and financial advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying financial advisors.