About our firm
Babylon Wealth Management is a fee-only wealth management and financial planning firm located in Walnut Creek, CA, serving clients in the Bay Area and nationally.. We are passionate about helping you achieve your personal goals and financial priorities. As a fee-only firm, we never earn sales commissions or sell financial products. Furthermore, we are committed to acting in your best interest by providing unbiased and trustworthy financial advice.
Babylon Wealth Management provides wealth management and financial planning to help you organize, grow and protect your assets through life’s transitions.
Stoyan Panayotov, CFA
Founder and CEO
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.
Babylonia was an ancient civilization in Mesopotamia between 19BC and 3BC centuries. The name “Babylon” or ” Babil” means “The Gate of God”. At its peak, Babylon was the largest city in the world and the first to reach a population of 200,000. It was the administrative capital of the Persian Empire for 200 years. In its prime, Babylon flourished as a local center for science, learning, commerce, and art.
Subscribe to get our new Insights delivered right to your inbox
The Chartered Financial Analyst (CFA) charter is an investment credential that is the global standard for embodying the integrity, dedication, and advanced skills needed to build a stronger, more accountable financial industry. No credential is as widely respected for its focus on current investment expertise and performing in the client’s best interest. None is harder to obtain.
Earning the charter requires demonstrating four years of professional investment experience, committing to uphold a comprehensive code of ethics, and passing three levels of rigorous exams that test an advanced curriculum of investment management and analysis skills. This achievement takes multiple years of persistent effort and hundreds of hours of study per exam level.
Charterholders are tested and trusted professionals with the skill and insight to uphold high standards across the global investment industry and serve the best interests of investors and society.