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Paladin Registry Completed Background Checks for Dean Boebinger, Stephen Kaplan, and William Meyer
Paladin Registry conducts background checks on financial advisors and planners. This helps investors have a fully transparent understanding of the credentials, background, and business ethics of the professional they hire.
Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Dean Boebinger, Stephen Kaplan, and William Meyer. 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”
Dean Boebinger (Houston, TX) has worked in the financial services industry for the past 20 years. He received a BA degree from the University of California, Berkeley, and a MBA degree from the University of Houston, Clear Lake. He is a Certified Financial Planner™ and a member of the Financial Planning Association. Boebinger provides fee-only financial planning and investment advisory services to businesses; corporate, public, and Taft-Hartley pension funds; individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2008. See Boebinger’s online profile at http://www.paladinregistry.com/
Stephen Kaplan (Miami, FL) has worked in the financial services industry for the past 34 years. He received BA and MS degrees from the University of Miami. He holds CFA®, CPA, and PFS designations and he is a member of the Financial Planning Association. Kaplan provides financial planning and investment advisory services to corporate pension funds, individuals and families. He was admitted to the Registry with a five star quality rating in 2005. Learn more about Kaplan at http://www.paladinregistry.com/
William Meyer (Ballwin, MO) has worked in the financial services industry for the past 31 years. He received his BA degree from Maryville College and he is an independent contractor. Meyer 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 Meyer’s online profile at http://www.paladinregistry.com/
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 PaladinRegistry.com for more information.
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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.