Sacramento, CA, January 31, 2013, Paladin Registry announced Sean Boylan, Stephen DeCesare, and Mike Stewart were awarded a 5 star quality rating and admitted to Paladin's Registry of Financial Professionals.
Paladin (www.paladinregistry.com) provides a unique menu of free information, ratings, and tools that investors use to research, select, monitor, and replace financial advisors and financial planners. Jack Waymire, Paladin founder and the author of Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor (ISBN 0471476994) said “Our Registry services solve three major problems for investors. First, investors have trouble finding high quality financial advisors in their communities. Second, most investors do not know how to rate the quality of advisor credentials, ethics, and business practices. And third, investors may not know good answers from bad ones so they are prone to selecting advisors with the best sales pitches versus advisors with the best qualifications.”
Sean Boylan (Waltham, MA) has worked in the financial services industry for 20 years. He received a BA from University College Dublin. He is a Certified Financial PlannerTM, and a Certified Funds Specialist®. He is a member of the Financial Planning Association®
Stephen DeCesare (Marlton, NJ) has worked in the financial services industry for 12 years. He received a BS from LaSalle University. He is a Certified Financial PlannerTM. He is a member of the Financial Planning Association®
Mike Stewart (Saint Augustine, FL) has worked in the financial services industry for 11 years. He received a BA from Hastings College. He is a member of the Financial Planning Association®
Waymire went on to say, “The Registry’s most popular service solves the quality problem by pre-screening and rating advisor qualifications for investors. Our ratings are based on advisor responses to 48 questions about their credentials, ethics, business practices, and services. They must score 90 or higher to receive our five star quality rating.”
Advisor selection risk exists because the financial services industry has no minimum education or experience requirements and no mandatory disclosure requirements for advisors. This means a person could be selling cars in January and mutual funds in February and this information does not have to be disclosed to investors. This lack of minimum standards transfers 100% of the risk of selecting the wrong advisors to investors. Paladin services are designed to help investors minimize this risk and select advisors based on an objective review of their qualifications and trustworthiness.”
Paladin has helped hundreds of thousands of investors find, evaluate, monitor, and select high quality financial professionals since 2003. Core services include advisor selection, monitoring, performance tracking, and replacement. Visit Paladin’s website at www.paladinregistry.com for additional information.