Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’
Jack Waymire, Paladin’s president, recently announced Dennis Gogarty, David Smith, and Robert Mastrandrea 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.”
Dennis Gogarty (Washington, DC) has worked in the financial services industry for 9 years. He received a BS degree from Frostburg State University and he is a Certified Financial Planner™. Gogarty is a fee-only service provider who provides financial planning and investment services to businesses, nonprofits, individuals, and families. See Gogarty’s online profile at http://www.paladinregistry.com/
David Smith (South Miami, FL) has worked in the financial services industry for 25 years. He received a BS degree from Widener University and he holds CFP®, ChFC®, and CLU® designations. Smith provides fee-only financial planning and investment services to businesses, nonprofits, corporate pension funds, individuals, and families. Learn more about Smith at http://www.paladinregistry.com/
Robert Mastrandrea (Parsippany, NJ) has worked in the financial services industry for 28 years. He received a BA degree from Pace University and a MBA degree with a concentration in Finance from St. John’s University. He is a Certified Public Accountant and a member of the AICPA. Mastrandrea provides fee-only financial planning and investment services to businesses, corporate pension funds, individuals, and families. See Mastrandrea’
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.