Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’
Jack Waymire, Paladin’s president, recently announced Philip Capell, Todd Stanard, and J. Dan Lang 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.”
Philip Capell (Woodbury, NY) has worked in the financial services industry for 19 years. He received a BS degree from Cornell University, a JD from American University, and a MS from Pace University. Capell is a Certified Financial Planner™ and a member of the Financial Planning Association who provides fee-only planning and investment services to individuals and families. See Capell’s online profile at http://www.paladinregistry.com/
Todd Stanard (Rochelle Park, NJ) has worked in the financial services industry for 13 years. He received a BA degree from the University of Utah and he holds ChFC®, CFP®, and CRPC® designations. Stanard provides fee-only planning and investment services to businesses, nonprofits, individuals, and families. Learn more about Stanard at http://www.paladinregistry.com/
J. Dan Lang (Westlake Village, CA) has worked in the financial services industry for 15 years. He received a BS degree and his JD from Brigham Young University and a LLM degree from the University of San Diego. Lang is a CPA who provides fee-only planning and investment services to businesses, nonprofits, individuals, and families. See Lang’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)
# # #
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.