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Paladin Registry Completed Background Checks for Giles Almond, Richard Clarke, and Sean Casterline
Paladin Registry conducts background checks on financial advisors and financial planners. Investors should have a complete understanding of the ethics and background of financial professionals they hire to manage their money.
Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Giles Almond, Richard Clarke, and Sean Casterline. 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”
Giles Almond (Charlotte, NC) has worked in the financial services industry for the past 30 years. He received a BS degree from the University of North Carolina Wilmington and he holds CFP®, CPA, and CIMA® designations. Almond is a member of NAPFA and the AICPA and he provides fee-only financial planning and investment advisory services to businesses, nonprofits, corporate pension funds, individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2004. See Almond’s online profile at http://www.paladinregistry.com/
Richard Clarke (Santa Rosa, CA) has worked in the financial services industry for the past 30 years. He received a BA degree from Amherst College and a MBA degree from the Wharton School of Finance. He is a CPA and Personal Financial Specialist and a member of the Financial Planning Association. Clarke is a fee-only service provider who 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 2004. Learn more about Clarke at http://www.paladinregistry.com/
Sean Casterline (Orlando, FL) has worked in the financial services industry for the past 19 years. He received BSBA and MBA degrees in finance from the University of Florida and he is a Chartered Financial Analyst. Casterline provides financial planning and investment advisory services to businesses, nonprofits, individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2005. See Casterline’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 www.PaladinRegistry.com for more 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.