Jeremy's Bio
Jeremy Paul serves as the President of Perigon Wealth Management. He holds the Certified Financial Planner™ practitioner credential and is admitted to the legal Bar in New York and New Jersey. Jeremy also earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, and holds the Certified Divorce Financial Analyst® credential. He is a member of the Greater Boca Raton Estate Planning Council and The Financial Planning Association.
Jeremy is recognized as one of the industry’s top financial advisors on Barron’s Top Advisors 2025, InvestmentNews Top Financial Advisors in the USA 2025, and Forbes Best-in-State Wealth Advisors 2025. His experience and knowledge of the law provide him with a broad perspective on the many factors involved in designing, implementing, and monitoring a comprehensive wealth management plan that involves complex issues.
Over the course of his career, Jeremy has worked with Grammy Award-winning musicians and entertainers, as well as professional athletes. He has also been a Registered Player Financial Advisor with the National Football League Players Association. He plays an integral role in Perigon’s partnership with Premier Sports Network, the leading private network for the global sports industry, connecting key stakeholders and suppliers worldwide.
Jeremy is also active in his community, serving on the boards of the National Cancer Center, New York Says Thank You Foundation, and Greater Boca Raton Estate Planning Council.
Jeremy's Team
Alexandra Quitko Baranski, CPA
Anna Marie Grosso
Bud Sturmak, CFP®
Dawn Creo
Jake Paraiso
Jason Fiderer
Jeremy Paul, JD, CFP®, AIF®, CDFA™
Keli Oldham
Kenneth Ballin, RICP®
Robert Hardwick, CFP®
Disclosures
Jeremy Paul has been awarded Top 100 Independent Advisor 2025 by Barron’s, Top Financial Advisors in the USA 2025 by InvestmentNews, and Best-in-State Wealth Advisors 2025 by Forbes. Barron’s and Forbes rankings were based on assets, revenue, and quality of practice. InvestmentNews rankings were based on AUM, AUM growth, and client growth. No compensation was paid for inclusion in the ranking. Past recognition does not guarantee future results. For methodology information, visit Barron’s, Forbes, or InvestmentNews.
