Stoyan Panayotov

CFA®, MBA

Babylon Wealth Management

Founder

Stoyan Panayotov

CFA®, MBA

Babylon Wealth Management

Founder

As a fee-only investment advisor, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stoyan Panayotov, CFA®, MBA

Fee-Only financial advisor located in the San Francisco Bay Area, serving clients locally and across the country.

Stoyan Panayotov is a fee-only financial advisor located in San Francisco and Walnut Creek, CA serving the San Francisco Bay area and clients across the country. Babylon Wealth Management provides wealth management and financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Stoyan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.  

Stoyan Panayotov, CFA, is the founder of Babylon Wealth Management. He started the firm after spending twelve years on Wall Street and moving to California with his family. In his prior career, he specialized in risk management and trading strategies for equity and fixed income products for Deutsche Bank and Wells Fargo.

Stoyan is a native of Bulgaria and grew up in a small town community with strong family values. At the age of 23, he moved to the United States to pursue a graduate degree in Finance at Pace University Lubin School of Business in New York City. In 2004, Stoyan earned MBA degree and in 2006 he obtained the highly recognized CFA designation.

He enjoys spending his free time with his family. Stoyan is an avid runner and completed three New York City Marathons.

We are a fee-only wealth management and financial planning firm that is passionate about helping our clients achieve their personal and financial goals. As a fee-only firm, we never earn sales commissions or sell financial products. Furthermore, we are committed to acting in our clients’ best interest by providing unbiased advice and investment management solutions.

Babylon Wealth Management offers a full range of wealth management, financial planning, and Outsourced Chief Investment Officer services to professional financial advisors, family offices, endowments and foundations, defined benefit plans and high net worth individuals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • College Education Planning
  • Tax Planning
  • Stock Options Planning

Ideal Clients

  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Retirees and Near Retirees
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Stoyan Panayotov is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CFA - Chartered Financial Analyst

    Stoyan Panayotov is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

Contact Stoyan Panayotov

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Office Locations:

  • 100 Pine Street
    Suite 1250
    San Francisco, CA 94111
  • 1501 N. Broadway
    Suite 204
    Walnut Creek, CA 94596

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