Sara Grillo

DECEMBER 12, 2022

And, as a PFS (Personal Financial Specialist), he is able to integrate his knowledge of investments and tax into your personal financial situation to help you reach your financial goals. In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD. They have two children, Emily and Ryan.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. You didn’t even have Uber in 2010. That’s Barry saying it. That’s not Mike. The problem is how do you get into hold those securities and how do you get out when the time comes to sell them? In 2008, we didn’t have Uber, right?

Assets 173

Assets Management Portfolio Taxes 173

Sara Grillo

SEPTEMBER 26, 2022

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. The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59