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 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.
Stoyan Panayotov is a Member of the National Association of Personal Financial Advisors
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.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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
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
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Stoyan Panayotov is a NAPFA-Registered Financial AdvisorThe 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.
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Stoyan Panayotov is a CFA® charterholderA Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
Contact Stoyan Panayotov
Office Locations:
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1990 North California Blvd
Suite 800
Walnut Creek, CA 94596 -
201 Spears Street
Suite 1100
San Francisco, CA 94105 -
1300 Clay Street
Suite 600
Oakland, CA CA