2003, Financial Planner and Investment Planning

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. She obtained her CFP designation in 2003. In 2008, Kelly began working directly with clients as a financial planner. She has helped hundreds of clients achieve their financial and life goals.

Financial Advisor

Financial Advisor Fiduciary Duty Insurance Financial Advice

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP

CFP Financial Planner Ethics Financial Planning

Financial Advisor Source

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Should you cancel your CFP designation?

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