by Perigon Wealth | Sep 30, 2020
The world of investments can seem confusing, but making smart choices will help you build wealth, especially in uncertain times. Host Ilyce Glink, CEO of Best Money Moves, speaks with financial expert Rachel Elson, associate financial planner with Perigon Wealth...
by Arthur Ambarik | May 12, 2020
Our own Arthur Ambarik and Rachel Elson join Steve Sandusky on his "Between Now and Success" podcast. Steve's Key Takeaway: In order to make you and your services major players in your client’s financial narrative: Do what other advisors don’t. Find those pain...
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Arthur Ambarik is Chief Executive Officer of Perigon Wealth Management and is a Financial Advisor with a Certified Financial Planner (CFP®) designation. Arthur brings more than 19 years of years of experience to his role with Perigon including advisory and operational positions he held previously with Ameriprise, LPL and YellowBrickRoad.
Arthur holds a B.A. in Economics from Williams College.
Rachel Elson is an associate financial planner at Perigon Wealth Management. Previously, she was a longtime personal finance journalist – most recently as the No. 2 editor at MONEY, but also at Financial Planning magazine, CBS MoneyWatch, and MSN Money.
Rachel serves on the board of So Percussion and is a frequent volunteer with Project Open Hand and Habitat for Humanity. She graduated from University of Pennsylvania and is a San Francisco resident, a longtime runner, and a voracious consumer of music, theater, and culture.
Bud is responsible for the firm’s investment platform, including oversight of asset allocation, investment manager selection, and the design and implementation of our ESG (Environmental, social and governance) integrated strategies. He has deep institutional knowledge and is a thought leader in the field of sustainable and responsible investing and was a contributing author to two books, Evolutions in Sustainable Investing, and Sustainable Investing: Revolutions in Theory and Practice. Bud is a Certified Financial Planner™ practitioner providing financial planning and investment management solutions for individuals, families, and retirement consulting solutions for non-profit organizations and corporations. Bud is a passionate advocate for ESG integration, often writing, speaking and engaging with advisors and investors on the benefits of ESG.
Scott Yi has been in the financial services industry since 2005, providing strategies for high net worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals. His clients turn to him as their trusted personal CFO and key advisor in all financial matters helping them define and achieve their goals, creating a customized investment plan, conducting ongoing reviews to keep track of their progress and fine tuning when needed. He provides advice using a goals-based planning coupled with proactive investment management and alternative investments.
His thoughtful approach is driven and committed to providing a fresh perspective for each client’s needs. Scott strives to consistently add value to his client relationships, managing various aspects of their financial life that deliver solutions to manage, grow and protect their assets.
Scott has earned the Chartered Financial Analyst® (CFA® charter) designation and is a member of the CFA Society San Francisco. Scott has a Bachelor’s degree in Economics from California State University, Fullerton.
Scott and his wife, Anastasia, have two kids and reside in Monterey County. He serves as Vice President for the Monterey County Youth Museum. In his free time, he enjoys mountain biking, hiking, playing basketball and spending precious time with family and friends.
Justin brings nearly 17 years of experience to Perigon. Justin’s background and expertise are in assisting clients in planning for and maintaining a successful retirement, investment management, risk mitigation, and all areas surrounding financial planning. Justin sees himself as the manager/ head coach of every client’s financial planning team, bringing in other experts in Estate, Legacy and Tax planning, and working with them so that his clients can have the comfortable retirement they have always dreamed of having.
Prior to joining Perigon, Justin spent 6 years with Allworth Financial in Sacramento, CA assisting clients with their retirement, investment, and financial planning needs through a holistic financial planning approach. Before that, Justin assisted other independent financial advisors develop and implement strategic niche marketing strategies around the country.
Justin earned his Bachelor of Science degree in Business Administration with a concentration in Finance from California State University, Sacramento. Justin is a CERTIFIED FINANCIAL PLANNER™ and a Certified Funds Specialist. In his downtime, Justin enjoys Golfing, Wake Surfing, Surfing, Cycling, Snowboarding and spending time with his three children.
Bradley Resnick serves as a Wealth Advisor and VP of Investments at Perigon. He has nearly a decade of experience in financial planning, investment management and overall strategy. Mr. Resnick joined the team in 2019, with prior experience most recently at JP Morgan and Morgan Stanley. He holds a General Securities Series 7 license, Investment Advisory Series 66 license, as well as a Health, Life and Variable Annuity 2-15 license. Mr. Resnick received a Bachelor of Science degree from Florida State University.
Andrea Hamilton spent two decades covering international business, politics and investing as a reporter and foreign correspondent before becoming an investment advisor to work one-on-one with clients in 2007. She brings a cross-cultural experience to her practice, having lived and worked in many countries in Asia and Europe during her years as a foreign correspondent.
Andrea holds two master’s degrees from University of California at Berkeley (Asian Studies and Journalism) and the Professional Certificate of Personal Financial Planning from UCSC Extension Silicon Valley. She holds the Certified Financial Planner® designation and takes seriously her fiduciary responsibility to clients. With a passion for comprehensive financial planning, Andrea aims to help her clients create future wealth and avoid costly errors through ‘Financial Good Housekeeping.’ She focuses on aligning her clients’ values with their money and specializes in Environmental/Social/Governance—ESG—and Sustainable Responsible Impact—SRI—investing strategies.
Andrea lives on the island of Alameda, and spends most of her non-working hours paddling and racing outrigger canoe on San Francisco bay or hiking in the hills with her husky Kayla. She’s an active volunteer with the Sierra Club, and a regular participant in annual Earth Day and Coastal Clean Up activities. She also volunteers with the Financial Planning Association’s annual Pro-Bono Financial Planning Day clinic.
Nancy brings over eighteen years of experience in the financial services industry. She is passionate about creating a caring and supportive client rapport. She values making sure she’s supporting her clients in every way she can. She loves what she does, but specifically she is enthusiastic about financial services operations.
Outside of work, Nancy loves to cook different meals. In addition, she loves to spend time with her family.
David brings almost 20 years of wealth management experience to Perigon. David’s background and expertise center on helping affluent and high net worth individuals make asset allocation, portfolio management and financial planning decisions. He is also highly adept at portfolio manager research and due diligence, particularly in the context of making sure a given strategy is an optimal fit for a client’s portfolio. He shares valuable insights regarding market trends, investor issues and financial planning practices in his monthly blog, “From the Ground Up.”
Prior to joining Perigon in June 2018, David was a Director at Avondale Partners, LLC, a boutique investment banking and wealth management firm based in Nashville, TN with offices around the country.
David’s background also includes two years as Vice President, Investments at UBS Financial Services, Inc., and more than five years as Vice President and Wealth Advisor at Morgan Stanley where he was part of Morgan’s Wealth Advisor Program — a training program offered to the top 10% of Morgan’s Advisors, specifically tailored to helping them serve the needs of High Net Worth clients.
David, based in Perigon’s home office, is a graduate of Loyola University in Chicago where he earned a BS in both Finance and Marketing and a minor in French Literature. He recently completed the Personal Financial Planning program University of California, Berkeley, where he won the Outstanding Student Award in 2017. In his spare time, he enjoys distance running, snowboarding, and spending time with his wife Casey and their three young children.
Dev brings over 22 years of financial services experience to Perigon Wealth Management. His financial planning process is goals driven, designed to help clients achieve their dreams and live fulfilling lives. In the wake of fear and uncertainty having a “plan” is essential. His mission is to serve his client with the highest standard of care, build long term relationships, and protect and serve his clients in all areas that are financial.
Dev’s experience includes wealth management planning, executive compensation analysis, estate planning, investments, lending, insurance and cash management, and 144 restricted stock and 10b5-1 plans. He holds a CFP® (CERTIFIED FINANCIAL PLANNER™) certification awarded by the Certified Financial Planner Board of Standards.
Prior to Perigon, Dev worked at firms such as Merrill Lynch, Morgan Stanley Smith Barney, Blackrock, a fund research company named Kinetic Financial, and a risk management firm named Risk Monitors.
He is occasionally featured on CNBC and MarketWatch. Click below to watch an interview Dev gave for Marketwatch while at Kinetic Financial.
Tracy Canning, Private Client Associate, has a strong background in developing communications strategies, managing programs, and creating educational content. Before joining Perigon in 2018, she worked as a program manager with the CFA Society of San Francisco, the Northern California HR Association and MAC’s Children and Family Services Inc.
Tracy earned a Bachelor of Arts (B.A.) with a double major in Psychology and Communication from UC Santa Barbara and a Masters Degree in Clinical Psychology from Antioch University-Santa Barbara.
Jonathan Masse, CFA®, Sr. Investment Strategist / Wealth Advisor brings more than 25 years of experience to his role at Perigon. Jonathan’s passion is to empower clients with proven financial strategies to accomplish their unique goals and help them “level up” and rise to the challenges ahead.
His first seven years in finance were spent trading options on the floors of both the Chicago and Pacific Exchanges. He managed portfolios for the next seven years at Barclays Global Investors on the initial iShares Capital Markets team; later moving to the Institutional Portfolio Management team. In 2007, Jonathan began an 8-year emerging global markets project with Princeton’s Burton Malkiel (author of the classic, “A Random Walk Down Wall Street”). In 2015, he consulted on three projects with firms producing six of ETF.com’s “15 Most Important ETFs”.
Community and pro-bono work also energize Jonathan’s work. He has coached 35+ seasons for youth sports teams and serves as an ASM for the Boy Scouts of America. He teaches CFA Exam Review courses and volunteers for the CFA-SF Continuing Education committee while also mentoring five finance professionals in the CFA Mentoring program. He is also a longtime Toastmasters member. As a father of a daughter, he has developed a special interest in empowering women of all ages to take control of their financial lives.
Jonathan holds a degree in Finance from Boston College and an MBA from Santa Clara University.
Danny is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Danny works with advisors and clients to develop and implement comprehensive financial plans designed to achieve each client’s unique goals. Danny strives to provide meaningful advice in all aspects of a client’s financial life.Danny is a CFP® professional and holds a BS in Business from Cal Poly San Luis Obispo with concentrations in both Finance and Accounting. Danny also holds a minor in Economics. Danny is a Bay Area native and works out of Perigon’s San Francisco headquarters.
Dan comes from the recruiting world and joined Perigon in 2018 to help with the expansion of the firm through new partnerships and strategic M&A. His background as a small business owner has allowed him to transition to CCO where he oversees compliance for the firm and participates as a strategic member of the executive team.
Dan is passionate about firm culture and strives to provide the team with an enjoyable and productive work environment. He is based in Bozeman, MT where he lives with his wife, 2 sons, and dog Charlie.
Please reach out to Dan with any questions regarding the Perigon platform, partnership opportunities or growth strategy.
Eric Jardine, Wealth Advisor / Operations, bring 20 years of investment and technology experience to his role at Perigon. As an investment advisor, Eric manages portfolios and coaches advisors on best practices to grow and service their clients. Over the last decade, he has implemented reporting, planning and CRM systems to inform strategic decisions to support growth.
Eric began his career as an equity derivatives trader with Wells Fargo. That led to a portfolio management role with Baker Avenue Wealth Management where he went on to become Managing Director before joining Perigon in 2018. Eric holds a B.S. in Finance from the University of Colorado, Boulder.
Dermott Larkin, Wealth Advisor, joined Perigon in 2018 and focuses on helping families, entrepreneurs, foundations, and institutions achieve their financial aspirations and independence. He brings more than 25 years of investment management experience in equity and options trading and institutional portfolio management.
Dermott holds a degree in English Literature from California State University, Northridge.
Ray Manriquez, Wealth Advisor, brings more than 30 years of advisory experience to his role at Perigon. Early in his career, Ray was a stockbroker with Kidder Peabody before serving as a financial advisor with Merrill Lynch and later with Morgan Stanley before joining Perigon in 2018.
Ray holds a B.S. in Zoology from San Diego State University.
Kanoe Cazimero is a Client Services Associate in Perigon’s Hawaii office. She has been with Perigon for 16 years and brings a spirit of Aloha to everything she does.
Kanoe earned a Bachelor of Applied Science (B.A.Sc.) in English Literature from the University of Hawaii at Manoa.
Brian Stone is a Private Client Associate at Perigon Wealth Management in which he handles the administrative aspects of clients accounts and needs. His previous firms include Bishop Street Capital Management and Gap, Inc.
Born and raised Visalia, CA
Lives San Francisco, CA.
Tina Rana presently serves as Client Concierge at Perigon. Tina has over 10 years experience in the financial services industry, working both in the US and UK. She currently assists with client service support, handles any operational related needs, and processes all service requests for clients and outside advisors. Tina joined Perigon in May 2013.
Bill Rackley joined Perigon recently in order to leverage the company’s resources and opportunities to collaborate with specialists on behalf of his clients. He started his career as a Financial Advisor at Merrill Lynch’s San Francisco office in 2003 and then furthered his experience as a Private Wealth Advisor on one of Smith Barney’s largest teams in 2006. There he serviced growth oriented clients, many of whom receive equity compensation or seek guidance as they build their family’s assets.
Disliking the ‘Big Bank’ approach to helping individuals and families led Bill to utilize the flexibility and personable approach to assisting clients accessible in the RIA space.
Bill loves travel photography and ‘daring exotic cuisine’ as well as geeky tech gadgets that he can nerd-out on (among other things).
Chuck joined Perigon Wealth Management in early in 2015 as an Investment Advisor and supports the firm’s financial advisors by researching various investment options. Prior to joining Perigon, Chuck spent just over eight years in Standard & Poor’s corporate rating group on the retail team. Earlier in his career, Chuck worked at Neuberger Berman on team that managed taxable fixed income portfolios for private clients.
Born
New York, NY
Grew Up
New York, New Jersey, Connecticut Tri-State Area
(I did live in all three states growing up—mostly Connecticut if it matters)
Schooled
Williamstown, MA
New York, NY
Worked
New York, NY
San Francisco, CA
Lives
San Francisco, CA
Jeremy Paul presently serves as the President of Perigon Wealth Management. Mr. Paul holds the CERTIFIED FINANCIAL PLANNER™ practitioner credential and is admitted to the legal Bar in both New York and New Jersey. His legal experience and knowledge of the law, provide him with a broad perspective of the many factors involved in designing, implementing, and monitoring a comprehensive financial plan. Jeremy has also earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies which provides formal training in investment fiduciary responsibility. Jeremy is a holder of the Certified Divorce Financial Analyst® credential. As a CDFA™, he assists individuals and their attorneys in navigating through the personal and financial decisions accompanying a divorce.
Mr. Paul is a member of several organizations including the Greater Boca Raton Estate Planning Council, the Financial Planning Association, and the NYS Society of CPAs. He is also active in his community where he sits on the Boards of The National Cancer Center, and The New York Says Thank You Foundation.
Mr. Paul has been nominated for the prestigious Barron’s list of top 100 independent financial advisors and is a participant in Barron’s Winner Circle Top Independent Advisors Summit. Mr. Paul is also a Registered Player Financial Advisor with the National Football League Players Association.
Experienced Fiduciary Advisor with a demonstrated history of Portfolio Management, Financial Advisory, Investments, Asset Management, and Finance. Strong entrepreneurship professional with a Masters of Science in Financial Analysis from The School of Management at the University of San Francisco. Certification in Financial Planning course completed at the University of California Berkeley where he was elected to serve on the inaugural Student Advisory Board. Earned Bachelor of Arts and Sciences degree from the prestigious Honors College in Philosophy at the University of Pittsburgh.
Over 30 years combined industry experience with tenure at the Pacific Equity Options Exchange, Morgan Stanley, Wells Fargo, Charles Schwab, Oppenheimer and most recently as the owner of an independent registered investment advisory practice.
At Perigon Wealth Management, he specializes in providing a 360-degree perspective on families’ entire financial profile. With a full suite of in-house service capabilities, he is able to not only provide world-class, comprehensive, objective advice, but also to handle the administration associated with managing wealth.
Dean Kuhlkin serves as a Wealth Advisor at Perigon. He has over 20 years of experience in fixed income and equity markets, most recently at Deutsche Bank where he was Managing Director and Chief Operating Officer for US Fixed Income Sales. Prior to this at Deutsche Bank, he was Chief Operating Officer for US Fixed Income and Equity Sales and Global Chief Operating Officer for Emerging Markets Debt Trading. He started his career at PricewaterhouseCoopers.
Mr. Kuhlkin works closely with his clients in developing and implementing a comprehensive financial plan and financial health check in areas such as asset allocation, debt, expense management, insurance, college and retirement planning, and estate planning.
Mr. Kuhlkin is a CFA ® charterholder and CPA and received a Bachelor of Science in Accounting and Finance from Syracuse University.
Maya Joelson has two decades of experience advising top CEOs, policy makers, technology executives, and hedge fund managers, corporate executives, families, and individuals on their investment decisions. Her differentiated ideas have been featured in the Wall Street Journal and Barrons.
She worked as an equity research analyst on Wall Street covering US retail before moving to London where she focused on emerging markets. In London, she worked at Renaissance Capital and advised the world’s leading mutual fund and hedge fund managers on their investments in Emerging Europe and Africa. She later became the macroeconomist and financial market advisor to Rio Tinto, the second largest mining firm in the world. In this role, she provided global insight to the CEO on economies and financial and commodity markets including China, India, Japan, Chile, USA, and Europe. Early in her career, she worked for five years in technology, leading a telecommunications market launch for MCI (now Verizon) and working with top defense policy makers and PhDs in artificial intelligence to design advanced decision support software. Her software development firm, now part of Lockheed Martin Advanced Technology Labs, primarily worked on projects for DARPA, the research and development wing of the Department of Defense that sponsored the internet.
She has earned a MPA from Harvard, a MBA from Northwestern (Kellogg), and a B.A. from Wesleyan University.
Jonathan Hoy joined Perigon in 2019 as the COO and Head of Advisor Success after a 15 year career in consulting. Throughout his career, Jon has led teams that helped some of the world’s most successful organizations transform their business growth, implement and improve business processes, and increase their leverage of technology.
His primary mission at Perigon is to ensure that we provide an exceptional experience for our Wealth Advisors and Clients. He is charged with ensuring that the firm is operating efficiently and effectively by providing the organizational glue for the various departments and functions within Perigon.
Jon works in the Perigon office in San Francisco at 201 Mission Street, and lives in Palo Alto, CA with his wife and 2 children.
In everything I do, I believe in helping people positively direct their lives and strive to leave them feeling uplifted and empowered. As a Financial Advisor, the way I do this is to help clients clarify what matters most, simplify and streamline their financial affairs, and cultivate a collaborative relationship for the long-term.
My professional experience includes five years of public accounting and auditing and over a decade of financial planning and investment management. I’ve earned my CFP® credential (the highest mark in fiduciary responsibility to clients) in addition to Series 7 and Series 66 financial licenses.
Clients receive exceptional service, personalized recommendations, and a disciplined investment management process. I also manage the extensive complexities of individuals’ financial lives including cash flow and budgeting, managing risk, achieving financial independence, income planning in retirement, tax planning, and legacy and inter-generational planning.
I provide wealth management services to ease clients’ fears of financial loss and help enjoy current lifestyle. My greatest satisfaction comes from working with clients for many years and assisting them in realizing their dreams. Want to work with me?
Phil Hart co-founded Perigon and serves as Perigon’s Chief Investment Officer. Mr. Hart also serves as the principal portfolio manager of the firm’s blue chip equity strategy and taxable and tax-free individual bond portfolios.
Mr. Hart was previously a Senior Vice President at Bishop Street Capital Management where he served as a Senior Portfolio Manager for high-net-worth clients and developed the Bishop Street Tax-managed Equity Fund.
He worked at JP Morgan Private Bank where he served as a Vice President & Western Regional Manager for the investment management division. Mr. Hart has also served as Senior Portfolio Manager at Northern Trust Bank.
Mr. Hart is a member of the CFA Society of San Francisco. Mr. Hart holds a BA in Finance from the University of Oregon.
Robert Hardwick serves as a Wealth Advisor Associate assisting clients with financial planning, portfolio oversight, and retirement plan solutions. Previously, Rob worked at a New Jersey based registered investment advisory firm servicing individuals, families and small businesses with financial planning, investment management and retirement planning needs.
Rob is a Certified Financial Planner™ professional and holds the Investment Advisory Series 65 license. He also holds a Life Insurance Producer license in the state of New Jersey. Rob is a graduate of Rutgers University-New Brunswick, with a Bachelor of Science Degree in Finance.
Ms. Grosso presently serves as Client Service Associate. Anna Maria has over 25 years in the financial industry working most recently working at Edelman Financial. Her responsibilities include operational and client service support. Outside of the firm, Anna Maria enjoys cooking, spending time with family. and traveling.
Bill Gordon works with tech executives and business owners to attain and maintain financial independence.
Based in Burlingame, California in the heart of Silicon Valley, Bill works as a 100% fiduciary to serve his clients as their full-service personal CFO. Bill’s experience as an executive at public and private tech companies as well as having owned his own real estate investment company, and having lived and invested through up and down market cycles, enables Bill to bring the full benefit of these experiences to his clients to serve as their guide to help grow, and protect his clients’ wealth and best interest.
With a specialized focus on concentrated stock strategies, hedging strategies and a firm belief in building and leveraging the strongest network of professional referrals for his clients, Bill is committed to his client’s success above all else.
Bill loves kiteboarding, backpacking in the Sierras, mountain biking and above all, spending time with his wife Tracey and two teenage children.
Born, raised and lives in San Francisco, CA
Doris joined Perigon Wealth Management team in 2013, bringing with her over 16 years of financial industry experience. Doris has a genuine passion to service clients’ queries and needs in all aspects of financial planning.
Scott Elisha is the Portfolio Manager and Options Strategist at Perigon Wealth Management. Prior to Perigon, Scott was the Head Trader and Portfolio Manager at Lombard Street Partners. LLC. Scott was also a Co- Founder of LOG-e Solutions, Prior to Lombard Street.
Scott spent one year at Citadel Derivatives Group and was the Head Trader on the Pacific Options Exchange. Prior to Citadel, he was a Principal at Wolverine Trading LLC for 10 years, one of the largest options market makers in the world. At Wolverine, Scott was the Head Trader in charge of all index trading in the OEX complex on the CBOE from 1994-1998, and all trading in the San Francisco office on the Pacific Exchange from 1998-2004, and was also responsible for over 500 equity options as well as market-making in ETF’s and structured products. From 1989-1994, Scott was a Senior Options Trader and Associate Director at O’Connor and Associates in Chicago.
Scott is a wine enthusiast and lives in the San Francisco Bay Area.
Ms. Creo presently serves as Client Service Associate at Perigon Wealth Management. Dawn has over 30 years experience in the financial industry, and is responsible for company operations and client service support. Her responsibilities include processing all account paperwork, check requests, and assisting clients with any operational related needs. In addition, Dawn oversees a variety of other marketing, public relations and client/prospect communications projects.
As a financial advisor with more than 20 years of experience, Mary prides herself on her strong and lasting relationships. Believing that each client’s financial and life circumstances are unique, she takes the time to understand their personal goals — and develop a personalized strategy to reach them. Mary helps her clients make smart financial choices in all aspects of their life — not just investment choices but also retirement income strategies, education funding, legacy and estate planning, tax planning, and life transitions such as divorce and widowhood.
Prior to joining Perigon, Mary was a financial advisor at Mosaic Financial Partners, Private Ocean, and Charles Schwab.
Mary is a CFP® professional and a Certified Divorce Financial Analyst, as well as an active member of the Financial Planning Association; she’s also past president of the Tri-Valley Estate Planning Council. Mary is a San Francisco Bay Area native and a mother of two young adults; she lives in the East Bay with her husband and her beagle.
Mr. Ballin presently serves as a Wealth Advisor and retirement income planning specialist at Perigon. Ken has over 20 years experience in the financial services industry and most recently served as a specialist at Strategies for Wealth with a focus in the areas of disability and long-term care insurance planning.
In addition to being a Retirement Income Certified Professional (RICP®), Ken holds designations as a Long Term Care Professional (LTCP) and Certified in Long Term Care (CLTC). Ken has also earned designations as CPCU (Chartered Property and Casualty Underwriter) and CSA (Certified Senior Advisor).
Ken has taught the insurance section of the CERTIFIED FINANCIAL PLANNER™ practitioner program. Other instructional experience includes teaching the multi-lines class of the Life Underwriting Training Council (LUTC) and the senior marketing class of that same organization.
President | Partner
Mr. Paul presently serves as the President of Perigon Wealth Management. Mr. Paul holds the CERTIFIED FINANCIAL PLANNER™ practitioner credential and is admitted to the legal Bar in both New York and New Jersey. His legal experience and knowledge of the law, provide him with a broad perspective of the many factors involved in designing, implementing, and monitoring a comprehensive financial plan. Jeremy has also earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies which provides formal training in investment fiduciary responsibility. Jeremy is a holder of the Certified Divorce Financial Analyst® credential. As a CDFA™, he assists individuals and their attorneys in navigating through the personal and financial decisions accompanying a divorce.
Mr. Paul is a member of several organizations including the Greater Boca Raton Estate Planning Council, the Financial Planning Association, and the NYS Society of CPAs. He is also active in his community where he sits on the Boards of The National Cancer Center, and The New York Says Thank You Foundation.
Mr. Paul has been nominated for the prestigious Barron’s list of top 100 independent financial advisors and is a participant in Barron’s Winner Circle Top Independent Advisors Summit. Mr. Paul is also a Registered Player Financial Advisor with the National Football League Players Association.
