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News
News Release | June 12, 2024
J. Greg Paffendorf Sr. Earns Comprehensive CFP® Certification
San Diego, Calif. – J. Greg Paffendorf Sr., CFP®, CPWA®, CEPA®, Managing Director-Investments at Paffendorf Wealth Management Group of Wells Fargo Advisors in San Diego, Calif. has attained his CFP® certification and is authorized by CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Paffendorf’s ongoing training supports wealth management planning for working and retired individuals, including high-net-worth families, professionals and executives of public companies, business owners, and career retirement individuals.
“Maintaining CERTIFIED FINANCIAL PLANNER™ certification demonstrates my ongoing commitment to serve clients best interests by constantly learning to meet a wide range of complex wealth management needs,” Paffendorf said.
Spanning more than 35 years, Paffendorf’s career experience includes retirement cash flow planning, advanced wealth transfer, estate planning, and helping clients secure maximum after-tax proceeds from equity compensation grants. He also specializes in planning retirement income and family cash flows, corporate restructuring, pre-IPO planning, and business exit planning. He established a team at Paffendorf Wealth Management Group of Wells Fargo Advisors in December 2022.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the 6-hour comprehensive CFP® certification exam. The exam covers the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning.
CFP® professionals commit to CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. They also commit to upholding CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER™ certification. CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
“I work directly with my clients to assist in developing personalized strategies designed to help them reach their long-term financial goals,” Paffendorf said. “Our expert team is tailored to ensure you receive the best financial advice and support backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.”
Paffendorf also maintains certifications from the Investment and Wealth Institute as a Certified Private Wealth Advisor (CPWA®), The University of Chicago Booth School of Business, and Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. He also completed the CERTIFIED EQUITY PROFESSIONAL (CEP) course offered by Santa Clara University Leavey School of Business, which qualifies him to assist executives with complex wealth management planning before and after a liquidity event. Additionally, Paffendorf holds FINRA Series 7, 8, 31, 63, and 65 securities registrations.
Paffendorf graduated from Idaho State University and completed courses at the Merrill Lynch corporate campus in Princeton, NJ. Outside of work, he enjoys spending time with his family and participating in outdoor activities. He enjoys golfing, sailing, foreign travel, and real estate investing.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For more about CFP Board, visit www.CFP.net.
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
About Wells Fargo Advisors
With more than $1.7 trillion in client assets as of April 14, 2023, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management (WIM), a division within Wells Fargo & Company and one of the largest wealth managers in the U.S. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of April 14, 2023. www.wellsfargoadvisors.com
News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Additional information may be found at www.wellsfargo.com | Twitter (X): @WellsFargo
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC,
Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
© 2024 Wells Fargo Clearing Services, LLC. PM – 10152025-6553336.1.1
| Investment and Insurance Products are: · Not Insured by the FDIC or Any Federal Government Agency · Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate · Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested |
News Release | June 4, 2024
J. Greg Paffendorf Sr. Earns Advanced Wealth Management Certification – Certified Private Wealth Advisor®
“Continuing Certified Private Wealth Management® training and certification positions me to serve clients through an advanced knowledge of the wealth lifecycle (accumulation preservation and distribution),” Paffendorf said.
Paffendorf’s ongoing training supports technical design and planning for working and retired persons, with a range of backgrounds that includes professionals and executives of public companies, business owners, and career retirement individuals. Clients have turned to Paffendorf for advice to succeed in planning retirement income and family cash flows, corporate restructuring, pre-IPO planning, and business exit planning.
To earn certification, CPWA professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility. Investment & Wealth Institute (Institute) awards CPWA certification. Visit www.investmentsandwealth.org for more information.
The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through their events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®)—the organization delivers rigorous, highly practical education.
Paffendorf established a team at Paffendorf Wealth Management Group of Wells Fargo Advisors in December 2022.
“Our qualified team is backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.” Paffendorf said. “I advise clients directly on specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth.”
Paffendorf also maintains certifications from as a CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. He also completed the CERTIFIED EQUITY PROFESSIONAL (CEP) course offered by Santa Clara University Leavey School of Business, which qualifies him to assist executives with complex wealth management planning before and after a liquidity event. Additionally, Paffendorf holds FINRA Series 7, 8, 31, 63, and 65 securities registrations.
Paffendorf graduated from Idaho State University and completed courses at the Merrill Lynch corporate campus in Princeton, NJ. Outside of work, he enjoys spending time with his family and participating in outdoor activities. He enjoys golfing, sailing, foreign travel, and real estate investing.
INVESTMENTS & WEALTH INSTITUTE® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CIMC®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA® and RETIREMENT MANAGEMENT ADVISOR® are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
About Wells Fargo Advisors
With more than $1.7 trillion in client assets as of April 14, 2023, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management (WIM), a division within Wells Fargo & Company and one of the largest wealth managers in the U.S. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of April 14, 2023. www.wellsfargoadvisors.com
News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Additional information may be found at www.wellsfargo.com | Twitter (X): @WellsFargo
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC,
Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
© 2024 Wells Fargo Clearing Services, LLC. PM – 10152025-6553347.1.1
| Investment and Insurance Products are: · Not Insured by the FDIC or Any Federal Government Agency · Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate · Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested |