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 recognized by both Barron’s and Forbes on their respective Top Advisor lists. Mr. Paul is also a Registered Player Financial Advisor with the National Football League Players Association.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their practices and approaches to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results and should not be construed as an endorsement of the advisor.
Perigon Wealth Management is a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. PKS and Perigon Wealth Management are not affiliated companies. Investments through PKS are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.