Jeffrey Paladini
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Jeffrey Paladini

Partner
Jeff is a Partner in the Texas and Colorado offices. He has more than 20 years of experience managing client relationships and providing comprehensive investment and tax planning to families, executives and business owners.

Prior to joining Cerity Partners, Jeff was the Managing Partner of Karsten Advisors overseeing the integration of mergers and acquisitions, and the operations of five offices located in Texas and Colorado. Earlier in his career, Jeff was with H.D. Vest Financial Services where he helped their elite group of CPAs, Enrolled Agents (EA) and attorneys integrate tax and financial services into their practices. During his time at H.D. Vest, he also presented at numerous national and regional conferences on the subjects of practice management, investments, insurance and taxation. He also developed and implemented an integrated training programs for the CPAs, EAs and attorneys who joined the firm.

Jeff earned his Bachelor of Science degree in Finance from Texas State University. He holds the Certified Financial Planner (CFP®) and EA designations along with numerous insurance and security licenses.

Throughout his career, Jeff has been an active leader in local nonprofit organizations and is currently an engaged board member of the Dallas-Fort Worth local food bank (Tarrant Area Food Bank) and Center for Transferring Lives (formerly YWCA).

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Bloomfield Hills

39533 Woodward Avenue
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 West Monroe Street
Chicago, IL 60606

(312) 715-3800

Chicago

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Chicago, IL 60601

(312) 645-1899

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Terminal Tower
50 Public Square
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(216) 464-6266

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Fort Worth, TX 76107

(817) 877-1040

Los Angeles

11601 Wilshire Boulevard
Los Angeles, CA 90025

(310) 456-6343

New York

335 Madison Avenue
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol Street
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

39533 Woodward Avenue
Bloomfield Hills, MI 48304

Chicago

227 West Monroe Street
Chicago, IL 60606

Chicago

65 East Wacker Place
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Fort Worth

3526 West Vickery Boulevard
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Boulevard
Los Angeles, CA 90025

New York

335 Madison Avenue
New York, NY 10017

Orange County

3200 Bristol Street
Costa Mesa, CA 92626