7/28/2005 - Weaver and Tidwell Financial Advisors’ Alan Goldfarb Admitted to the Paladin Registry with Five-Star Rating
DALLAS-FORT WORTH, TX – Alan Goldfarb, CFP, has been admitted to the Paladin Registry, a prestigious web-based service launched in March to help investors find, evaluate and select financial advisors. He has earned a five-star rating, the highest awarded by the service.
Goldfarb is the Chief Financial Strategist for Weaver and Tidwell Financial Advisors in Dallas, Texas. A Certified Financial Planner professional since 1978, Goldfarb also serves as chairman-elect of the CFP Board of Professional Review and as director for the nation’s first MBA in Financial Services program at the University of Dallas.
The registry was created by Jack Waymire, Paladin founder and author of Who’s Watching Your Money?The 17 Paladin Principles for Selecting a Financial Advisor. Admittance is limited to approximately 10 percent of U.S. financial advisors with selection based on an advisor’s competency, integrity, and experience. The service, free for investors, provides a Competence/Integrity/Risk (CIR) rating for each advisor; independent research by an objective third party; a 100 percent rule for competency, integrity, licensing, and compensation; compliance checks for all advisors; and full disclosure for potential conflicts of interest.
Paladin Investor Resources, LLC, is an information services company that educates investors about advisors, documents the credentials of financial professionals who provide wealth management services, validates the documentation with ratings, and provides an online service for finding, screening, evaluating, and selecting advisors. The company is an independent, objective third party with no financial interest in the decisions of investors. Also, no financial services company or advisor has an equity stake in Paladin. For additional information about our services, visit Paladin's website at http://www.paladinregistry.com.
Weaver and Tidwell Financial Advisors, a fee-based Registered Investment Adviser (RIA), was created to serve the financial planning and investment advisory needs of its clients. Parent company Weaver and Tidwell, LLP, has provided professional accounting and consulting services since 1950. The firm has offices in Dallas and Fort Worth.
To meet the growing needs of its clients in the areas of employee benefits and financial planning, the firm has established two affiliate firms: WT Benefits, LLC, and Weaver and Tidwell Financial Advisors, Ltd .