Peter Paladino CLU, CHFC, CPFA, CFP®
Bachelor of Science in Business Administration
Montclair State University
Chartered Life Underwriter
Chartered Financial Consultant
Certified Financial Planner
Certified Plan Fiduciary Advisor
With over 30 years of experience as a Financial Advisor, Peter Paladino is proud to have built a practice servicing both individuals and corporations which focuses on creating a tailored wealth management experience. Central to this mission is his commitment to furthering his expertise for the benefit of his clients as exemplified by earning the designations of Certified Plan Fiduciary Advisor, Chartered Life Underwriter, Chartered Financial Consultant, and Certified Financial Planner.
At its core, Peter’s overall approach is client-centric and service-oriented. He offers individuals investment management, insurance protection strategies, estate planning, and custom pre and post retirement solutions. His Corporate clients benefit from in-depth analysis and advisement on succession strategies, executive and employee benefits, pension strategies and investment management.
His achievements on behalf of his clients have not gone unnoticed as Peter has been the recipient of numerous firm wide distinctions including consecutive inclusion in the Allied Wealth Partner’s internal clubs since 2005. Additionally, in 2010 he became a Partner with the firm. He has earned a position on the ‘Court’ and ‘Top of the Table’ with the Million Dollar Round Table, an organization which is driven by the standards of ethics, knowledge, service and productivity in the life insurance and financial service industries.
As the Co-Founder and Partner of Benefits Source, LLC, an Employee benefits provider servicing in excess of 100 small and middle market businesses Peter’s commitment to the best interest of his clients continues as he assists them in meeting life’s challenges through access to quality, affordable health care.
The importance of community involvement is one which Peter believes strongly in. He served as Vice President of the Ringwood Board of Education from 2004 through 2007 and UNICO, which is the largest Italian-American service organization in the United States. He has volunteered with Habitat for Humanity and actively supports various Allied Wealth Partner’s philanthropic efforts.
Founded in 1966, Allied Wealth Partners* takes pride being an Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. The firm offers comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.
*formerly Langdon Ford Financial
*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.