Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’
Jack Waymire, Paladin’s president, recently announced Steven Stanganelli, Jeremy Kisner, and Lynn Shepherd have been awarded the Registry’s highest quality rating (five stars). He said, “Only a small percentage of advisors achieve this rating.” Waymire added, “We also provide Registry documentation for the information we used to produce the ratings so investors have the information they need to select advisors with the best qualifications.”
Steven Stanganelli (Amesbury, MA) has worked in the financial services industry for 23 years. He received a BA degree from the University of Massachusetts, and a MS degree from Bentley College. He is a Certified Financial Planner™, a Chartered Retirement Planning CounselorSM, and a member of the Financial Planning Association. Stanganelli provides fee-only planning and investment services to businesses, individuals, and families. See Stanganelli’
Jeremy Kisner (Las Vegas, NV) has worked in the financial services industry for 10 years. He received a BA degree from University of California, Santa Barbara, and he holds CEP, CFP®, and CRPS® designations. Kisner provides fee-only planning and investment services to businesses, individuals, and families. Learn more about Kisner at http://www.paladinregistry.com/
Lynn Shepherd (Canton, OH) has worked in the financial services industry for 18 years. She is a Certified Financial Planner™ and a member of the Financial Planning Association. She provides fee-only planning and investment services to businesses, retirees, individuals and families. See Shepherd’s online profile at http://www.paladinregistry.com/
ABOUT PALADIN REGISTRY
In 2003, Paladin began providing information services to investors who use the services of financial planners and advisors. Paladin services include advisor background checks, advisor quality ratings, online documentation, and a service that matches investors to local professionals who achieve five star quality ratings. Visit www.PaladinRegistry.com for additional 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.