The Big Picture

AUGUST 20, 2024

And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. She was based out in Los Angeles. And from kind of that 1996 introduction to Mitch and Josh, they repeatedly tried to get me to go to work for them in Los Angeles.

Assets 173

Assets Management Portfolio Marketing 173

Sara Grillo

AUGUST 14, 2023

She obtained her CFP designation in 2003. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. In 2008, Kelly began working directly with clients as a financial planner.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

SEPTEMBER 12, 2022

They wanted to become credible to compete with the brokerage people when selling Master Limited Partnerships and insurance with financial planning credibility, so they got the designation. In 2003, there was a well-known financial planner and radio personality named Bradford Bleidt , JR continues, who ran at $30MM Ponzi Scheme.

CFP 80

CFP Financial Planner Ethics Financial Planning 80