2012 Investment Planning License 
Sara Grillo
AUGUST 26, 2024
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. Robert is the father of three amazing children: Macie, Liam, and Charlotte; and husband to Priscila Moraes-Wright since 2012.
The Big Picture
AUGUST 20, 2024
We were one of the last to get what’s called a value added license to the compus stat database. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. And then in 2012, they changed the QDIA to what’s called a target date fund. You didn’t even have Uber in 2010.
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Sara Grillo
APRIL 10, 2023
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. Robert is the father of three amazing children: Macie, Liam, and Charlotte; and husband to Priscila Moraes-Wright since 2012.
Sara Grillo
SEPTEMBER 26, 2022
Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. About Scott Salaske.
Sara Grillo
SEPTEMBER 12, 2022
JR agrees, stating that 70% of CFP holders have insurance licenses. #4 Since 70% of CFP® mark holders have insurance licenses, anything they do on the insurance side (outside of variable products) is not regulated by the SEC. 4 Has the CFP Board failed to address the insurance problem – the “third hat”? About Scott Salaske.
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