Jeremy Paul JD, CFP®, AIF®, CDFA™
Mr. Paul presently serves as the President and Managing Partner 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.