Jeremy Paul, JD, CFP®, AIF®, CDFA™

Jeremy's Bio

Jeremy Paul serves as the President of Perigon Wealth Management. Jeremy holds the CERTIFIED FINANCIAL PLANNER™ practitioner credential and is admitted to the legal Bar in New York and New Jersey. Jeremy also earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies and holds the Certified Divorce Financial Analyst® credential. He is a member of the Greater Boca Raton Estate Planning Council and The Financial Planning Association.
His experience and knowledge of the law provide him with a broad perspective of the many factors involved in designing, implementing and monitoring a comprehensive financial plan.
Over the course of his career, Jeremy has worked with Grammy award-winning musicians and entertainers, and professional athletes and has been a Registered Player Financial Advisor with the National Football League Players Association. He will play an integral role in Perigon’s partnership with Premier Sports Network, the leading private network for the global sports industry, connecting key stakeholders and suppliers across the world.
Jeremy is recognized by Barron’s and Forbes on their respective Top Advisor lists. He is also active in his community where he sits on the boards of The National Cancer Center and The New York Says Thank You Foundation.

Jeremy's Team

Disclosures

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their practices and approaches to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results and should not be construed as an endorsement of the advisor.