Pathfinder Financial Services President Admitted to Paladin Registry

Paladin Registry, LLC announced today that David B. Jacobs, Ph.D. president of Pathfinder Financial Services (www.pathfinderfs.com) in Kailua, Hawaii has been admitted to the Paladin Registry (www.paladinregistry.com).

The Registry is the first service to provide documentation and ratings for financial advisor credentials. Investors use this free service to find advisors, review their documentation online, and make their selection decisions. Paladin is an independent, objective third party with no financial interest in the decisions of investors. In addition, no financial services company or advisor has an equity stake in Paladin.

Jack Waymire, Paladin founder and author of Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor stated “The Registry solves some major problems for millions of investors. Financial advisors don’t provide track records, the way money managers do, so the only reliable method for determining their competence and integrity is credentials. In the past, advisors have used sales skills to win relationships with investors. And, their largely verbal presentations were so different, it was impossible for investors to compare them to each other and select the best professional. Consequently, they were prone to pick advisors with the best sales skills versus real experts.” Waymire went on to say, “this dysfunctional selection process explains why millions of investors fire current advisors and hire new ones every few years – a very costly result.“

All of the advisors in the Registry have been screened by Paladin analysts for competency, integrity, and other characteristics that impact the quality and reliability of their services. Only expert professionals with three, four, and five star ratings are admitted to the Registry. More than 65% of the advisors have advanced degrees and/or multiple professional certifications, 100% are Registered Investment Advisors, and more than 90% acknowledge their fiduciary status which holds them to higher ethical standards. According to Waymire, “Paladin’s goal is to make Registry professionals the safe choice for investors.”

“I’m very pleased to join such a select group of prestigious financial advisors,” says Jacobs. “Becoming a member of Paladin sends a clear message to our clients and those in the community that we are serious at Pathfinder about only serving our clients best interests, as well as embracing our responsibilities as their financial life planner.”

Pathfinder has taken its financial planning and investment advisory business to the next level by coupling life planning with traditional financial and investment planning, thereby using a holistic approach to integrating its clients life values with their wealth. “Rather than just looking at a client’s portfolio and making buy and sell recommendations,” says David Jacobs, “we’re spending a great deal of time talking with our clients and listening to their vision of the future and their plans to design a plan that achieves their most rewarding life, not just numbers in a portfolio,” he continues.

“Paladin’s high minimum standards are designed to limit who can be admitted into the Registry,” says Waymire. Comprehensive, independent research reduces the number of advisors even further. Substantially less than 10 percent of the more than 3,000 advisors who applied for consideration by Paladin professionals have made it into the Registry. The result is a web-based service that’s the first to provide:
• High admittance standards that protect investors from weak advisors
• A CIR rating for each advisor (CIR is Competence/Integrity/Risk)
• Independent, comprehensive research by an objective third party
• A 100 percent rule for competency, integrity, licensing, and compensation
• Compliance checks for all advisors
• Full disclosure for potential conflicts of interest
• Advisor agreements that put investor interests first

About Paladin Registry, LLC
Paladin is an independent, information services company that educates investors about advisors, documents the credentials of select financial professionals who provide wealth management services, validates the documentation with ratings, and provides investors with a free service for finding, screening, evaluating, and selecting the advisors. Visit Paladin’s website at www.paladinregistry.com for additional information about our services.

About Pathfinder Financial Services, LLC
Pathfinder is a fee-only financial planning and asset management firm that holistically addresses clients’ financial lives helping them achieve their most rewarding lives. Additional information can be found at www.pathfinderfs.com.