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    Paladin Research Report For:

    Bobby Cremins

    Metanoia Financial

    CFA®CKA®CFP®
    2400 Market Street
    Suite 200
    Philadelphia, PA 19103
    267-858-6847
    Visit Website
    https://www.metanoiafinancial.com

    About Bobby Cremins

    -I am a Christian, a husband, and a father, and these are the three titles I hold most dear

    -I am the founder of Metanoia Financial and a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Kingdom Advisor®

    -I love people and numbers so I became a financial planner

    -I am really into healthy eating and I try not to eat processed foods and added sugars (but I do cheat)

    -I used to play "real" sports, but now that I'm older, I play pickleball :)

    See Disclosures

    General Information

    CRD#
    • 4685581
    Firm CRD#
    • 152366
    Years of Experience in Financial Services
    • 21
    Number of Years with Current Firm
    • 12
    Work with the following types of clients
    • Individual Investors, Businesses
    Advisory Services Provided
    • Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

    Compliance

    Registered Investment Advisor
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®, CFA®, CKA®

    Firm Information

    Firm's Number of Managed Clients
    • 120
    Assets Managed by Firm
    • 80,000,000

    Compensation and Fees

    Fee Structure
    • Fee-Only
    Minimum Portfolio Size for New Managed Accounts
    • $1,000,000
    Compensation Methods
    • Flat Fee, Based on Assets

    Education

    Bachelors of Science -

    University of Colorado
    08/01/1996 -05/01/2000

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1888430/paladinregistry-Metanoia-Financial-detailed-disclosure.html

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