Paladin Registry Awarded Five Star Quality Ratings to Kimberly Foss-Erickson, Heidi Foster, & Nicho

PaladinRegistry.com conducts due diligence and background checks on financial advisors and financial planners. Read more to learn about three financial professionals who recently became members of the Registry.
 
 
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Tags:
* Financial Advisors
* Financial Planners
* Investing
* Background Checks
* Investments
* Finra
* Investment Scams

Industrys:
* Financial advisors
* Financial planners
* Investing

Location:
* Lincoln - California - US

Oct. 20, 2010 - PRLog -- Sacramento, CA, October 20, 2010. Financial planners and financial advisors do not have audited track records or mandatory disclosure requirements so it is very difficult for investors to determine their quality before they turn over their assets. In addition, most advisor information is communicated in sales pitches so investors have no documentation for what they were told.    

Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’ credentials, ethics, business practices, and services. The review process produced quality ratings of one to five stars. Over the years, thousands of investors have used Paladin ratings to help them select higher quality financial professionals.

Jack Waymire, Paladin’s president, recently announced Kimberly Foss-Erickson, Heidi Foster, and Nicholas de Peyster 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.”  

Kimberly Foss-Erickson (Roseville, CA) has worked in the financial services industry for 26 years. She received a BA degree from California State University, Chico and is a Certified Financial Planner™ and a member of the Financial Planning Association. Foss-Erickson provides fee-only planning and investment services to businesses, individuals, and families. See Foss-Erickson’s online profile at http://www.paladinregistry.com/advisor/Kimberly.Foss

Heidi Foster (Reno, NV) has worked in the financial services industry for 17 years. She received a BS degree from the University of Southern California and is a Certified Financial Planner™ and a member of the Financial Planning Association. Foster provides planning and investment services to businesses, nonprofits, individuals, and families. Learn more about Foster at http://www.paladinregistry.com/advisor/Heidi.Foster  

Nicholas de Peyster (Waltham, MA) has worked in the financial services industry for 21 years. He received his BA degree from Princeton University, and his MBA from New York University. He is a CFA® and a member of the CFA Institute. He provides fee-only planning and investment services to businesses, nonprofits, individuals, and families. See de Peyster’s online profile at http://www.paladinregistry.com/advisor/Nicholas.de%20Peyster

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.

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.
End
Source:Jack Waymire
Email:***@paladinregistry.com Email Verified
Phone:916.253.3334
Zip:95648
Tags:Financial Advisors, Financial Planners, Investing, Background Checks, Investments, Finra, Investment Scams
Industry:Financial advisors, Financial planners, Investing
Location:Lincoln - California - United States
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