Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’
Jack Waymire, Paladin’s president, recently announced Mario Valdes, John Graves, and Arthur Doglione 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.”
Mario Valdes (Irvine, CA) has worked in the financial services industry for 16 years. He received a BS degree from California State University, Long Beach and he is a member of the Financial Planning Association. Valdes is a fee-only provider who provides planning and investment services to businesses; corporate, public, and Taft-Hartley pension funds; nonprofits; individuals and families. See Valdes’ online profile at http://www.paladinregistry.com/
John Graves (Ventura, CA) has worked in the financial services industry for 27 years. He received a BA degree from Siena College and he is a Chartered Financial Consultant® and a Chartered Life Underwriter®
Arthur Doglione (Phoenix, AZ) has worked in the financial services industry for 22 years. He received BA and BS degrees from Arizona State University with a concentration in Finance. Doglione provides fee-only planning and investment services to businesses; corporate, public, and Taft-Hartley pension funds; nonprofits; individuals and families. See Doglione’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.
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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.