Bachelor of Science in Business Administration
Montclair State University
Million Dollar Roundtable
With over 25 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 Financial Planner™, Chartered Life Underwriter, and Chartered Financial Consultant.
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 Senate and President Clubs since 2005 and recipient of the Langdon Ford Award of Excellence in 2003. 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 mission is to be an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. As of December 2018, we assist clients with over $3.4 billion of assets and have over $4.5 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.
Peter is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.