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Paladin Registry Completed Background Checks for Steven Schwartz, Charles Auerbach, and Jim Kirby

PaladinRegistry.com conducts due diligence and background checks on financial advisors and financial planners. Read more to learn about three financial professionals who recently went through the Financial Advisor Due Diligence (FADD) process.

 
PRLog - Jan. 31, 2011 - LINCOLN, Calif. -- Sacramento, CA, January 31, 2011:   Many financial planners, investment advisors, and money managers use deceptive sales tactics to gain control of investor assets. It is up to investors to determine which advisors are telling the truth and which ones are omitting, misrepresenting, or exaggerating information. This task is tougher than it sounds because financial advisors do not have mandatory disclosure requirements. Paladin Registry makes the task easier by conducting comprehensive due diligence and background checks that validate the accuracy of information that advisors provide investors when they sell investment advice, services, and products.    

Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Steven Schwartz, Charles Auerbach, and Jim Kirby. Waymire observed, “These financial professionals are very rare. They don’t just talk about full transparency to investors, they practice it. Not only do they provide the information investors need to select them, they used a third party to validate the accuracy of their information”.  

Steven Schwartz (Rochester, NY) has worked in the financial services industry for the past 34 years. He received a BA degree from Franklin and Marshall College and his JD from University of Pittsburgh, School of Law. He holds CPA, PFS, and NAPFA-RA designations and he is a member of the AICPA and NAPFA. Schwartz is a fee-only service provider who provides financial planning and investment advisory services to individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2006. See Schwartz’s online profile at http://www.paladinregistry.com/advisor/Steven.Schwartz  

Charles Auerbach (Cordova, TN) has worked in the financial services industry for the past 36 years. He received a BS in accounting from Brooklyn College and he holds CFP®, CLU®, ChFC®, and Enrolled Agent designations. Auerbach is a member of the Financial Planning Association and he provides fee-only financial planning and investment advisory services to businesses, individuals, and families. He was admitted to the Registry with a five star quality rating in 2005. Learn more about Auerbach at http://www.paladinregistry.com/advisor/Charles.Auerbach  

Jim Kirby (Brea, CA) has worked in the financial services industry for the past 20 years. He received a BA degree from California State University, Fullerton and he holds CFP® and CPA designations. Kirby is a member of the AICPA and the Financial Planning Association and he provides fee-only financial planning and investment advisory services to businesses, individuals, and families. He was admitted to the Paladin Registry with a five star quality rating in 2004. See Kirby’s online profile at http://www.paladinregistry.com/advisor/Jim.Kirby  

ABOUT PALADIN REGISTRY
Paladin began providing information services to investors who use the services of financial planners, financial advisors, and money managers in 2003. Since then Paladin services have expanded to include advisor background checks, quality ratings, online documentation, and a free web-based match service that connects investors to local advisors who achieved the Registry’s highest quality rating (five stars). Visit www.PaladinRegistry.com for more information.

KEY CONTACT
Jack Waymire
Jack@PaladinRegistry.com
(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.

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Contact Email:
***@paladinregistry.com Email Verified
Source:Jack Waymire
Phone:916.253.3334
Zip:95648
Location:Lincoln - California - United States
Industry:Financial advisors, Financial planners, Investment
Tags:financial advisors, financial planners, investing, retirement planning, money management, investments, background checks
Shortcut:prlog.org/11259107
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