Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’
Jack Waymire, Paladin’s president, recently announced James Moniz, Tyson Tibshraeny, and Christopher Ragain 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.”
James Moniz (Braintree, MA) has worked in the financial services industry for 33 years. He received a MSFS degree from the American College and he holds ChFC®, and CLU® designations. Moniz is a fee-only provider who provides planning and investment services to businesses, nonprofits, corporate and public pension funds, individuals, and families. See Moniz’s online profile at http://www.paladinregistry.com/
Tyson Tibshraeny (Phoenix, AZ) has worked in the financial services industry for 30 years. He received a Bachelors degree from Arizona State University and he is a Certified Investment Management Analyst. Tibshraeny provides fee-only planning and investment services to businesses, nonprofits, corporate pension funds, individuals, and families. Learn more about Tibshraeny at http://www.paladinregistry.com/
Christopher Ragain (Bonita Springs, FL) has worked in the financial services industry for 14 years. He received BA and MBA degrees from Drury University and he holds CPA and PFS designations. Ragain is a fee-only service provider who provides planning and investment services to businesses, individuals and families. See Ragain’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 PaladinRegistry.com for additional information.
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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.