Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’
Jack Waymire, Paladin’s president, recently announced Kimberly Foss-Erickson, Heidi Foster, and Nicholas de Peyster 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.”
Kimberly Foss-Erickson (Roseville, CA) has worked in the financial services industry for 26 years. She received a BA degree from California State University, Chico and is a Certified Financial Planner™ and a member of the Financial Planning Association. Foss-Erickson provides fee-only planning and investment services to businesses, individuals, and families. See Foss-Erickson’
Heidi Foster (Reno, NV) has worked in the financial services industry for 17 years. She received a BS degree from the University of Southern California and is a Certified Financial Planner™ and a member of the Financial Planning Association. Foster provides planning and investment services to businesses, nonprofits, individuals, and families. Learn more about Foster at http://www.paladinregistry.com/
Nicholas de Peyster (Waltham, MA) has worked in the financial services industry for 21 years. He received his BA degree from Princeton University, and his MBA from New York University. He is a CFA® and a member of the CFA Institute. He provides fee-only planning and investment services to businesses, nonprofits, individuals, and families. See de Peyster’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.