Paladin Financial

Jeff is the founder of Paladin Financial and serves as an investment advisor representative, providing a holistic approach to wealth management and offering income planning, asset maximization, legacy planning and tax strategies. Jeff assists his clients through a comprehensive five-step retirement planning process that incorporates the three hallm... arks of Paladin Financial fiduciary, transparency, and technology. With over 21 years of experience in the financial services industry, he has his Masters of Science in Management from the American College (MSM) and is a Certified Financial Planner (CFP®), which is a testament to his ethics and professional responsibility to provide financial planning services as a fiduciaryacting in the best interest of his clients. Jeff is an Investment Advisor Representative with Paladin Financial, works with clients to help them develop comprehensive strategies to help protect their assets, plan for retirement, and achieve their overall financial goals. Jeff began working in the banking and financial industry in 2005 and has gained a broad base of experience that includes serving as President of a tax preparation and marketing firm as well as working for an insurance wholesaler. This range of experience allows Jeff to bring a unique perspective to his clients. Jeff resides in St. Paul with his wife and four kids. He enjoys spending time with his family and friends, and coaching youth sports.Read More