Paul Madrid, Principal and Practice Leader at REDW Stanley Financial Advisors, LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, has been awarded the Accredited Investment Fiduciary AnalystÂ® (AIFAÂ®) designation from the Center for Fiduciary StudiesÂ®, the standards-setting body for Fi360. The AIFA designation signifies the ability to perform fiduciary assessments that measure how well investment fiduciaries are fulfilling their duties to a defined standard of care. This designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book examination under the supervision of a proctor, and agreement to abide by its Code of Ethics and Conduct Standards. Continuing education and adherence to the Code of Ethics and Conduct Standards are also required on an ongoing basis to maintain the AIFA designation.
Since joining REDW Stanley Financial Advisors in 2008, Paul has provided adept and attentive service to a wide range of clients, from individuals to large institutions with assets up to $21 billion. Paul also acts as an investment consultant to large government institutions and Native American tribes, providing support to internal audit services, assistance with investment policies, asset allocation design, reviews of investment providers, and trainings on investments and fiduciary responsibilities. As a Principal and former Chief Investment Officer, Paul is a voting member of the REDW Stanley Investment Committee and helps to lead the firmâ€™s investment process.
In addition to earning his AIFAÂ® credential, Paul is a Chartered Financial AnalystÂ® (CFAÂ®) charterholder and member of the CFA Institute and the CFA Society of New Mexico, as well as a Certified Financial PlannerÂ® (CFPÂ®) professional.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investorsâ€™ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment FiduciaryÂ® (AIFÂ®) designation, the Fiduciary Focus Toolkitâ„¢ and the Fi360 Fiduciary ScoreÂ®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter or on LinkedIn.