Paladin Registry Awarded Five Star Quality Ratings to Philip Capell, Todd Stanard, and J. Dan Lang

The Paladin Registry screens and conducts quality ratings on financial advisors and financial planners. We also match consumers who are looking to hire high quality financial professionals from the Registry.
 
 
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Tags:
Financial Advisors
Financial Planners
Investing
Retirement Planning
Money Management
Investments
Finance

Industrys:
• Financial advisors
• Financial planners
• Investing

Location:
Lincoln - California - US

Nov. 17, 2010 - PRLog -- Sacramento, CA, November 17, 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 Philip Capell, Todd Stanard, and J. Dan Lang 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.”  

Philip Capell (Woodbury, NY) has worked in the financial services industry for 19 years. He received a BS degree from Cornell University, a JD from American University, and a MS from Pace University. Capell is a Certified Financial Planner™ and a member of the Financial Planning Association who provides fee-only planning and investment services to individuals and families. See Capell’s online profile at http://www.paladinregistry.com/advisor/Philip.Capell

Todd Stanard (Rochelle Park, NJ) has worked in the financial services industry for 13 years. He received a BA degree from the University of Utah and he holds ChFC®, CFP®, and CRPC® designations. Stanard provides fee-only planning and investment services to businesses, nonprofits, individuals, and families. Learn more about Stanard at http://www.paladinregistry.com/advisor/Todd.Stanard  

J. Dan Lang (Westlake Village, CA) has worked in the financial services industry for 15 years. He received a BS degree and his JD from Brigham Young University and a LLM degree from the University of San Diego. Lang is a CPA who provides fee-only planning and investment services to businesses, nonprofits, individuals, and families. See Lang’s online profile at http://www.paladinregistry.com/advisor/J.%20Dan.Lang  

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, Retirement Planning, Money Management, Investments, Finance
Industry:Financial advisors, Financial planners, Investing
Location:Lincoln - California - United States
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