Sara Grillo

MARCH 13, 2023

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement.

Financial Advisor 59

Financial Advisor Assets Management License 59

Sara Grillo

SEPTEMBER 26, 2022

2013, March). 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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

So, so let, let’s, that’s surprising because when we launched our firm in 2013, I felt like we were a decade past the real launch of registered investment advisories. There’s not significant licensing, you know, that that takes place. RITHOLTZ: So, you mentioned Focus Financial. Now you buy a license.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

SEPTEMBER 12, 2022

JR agrees, stating that 70% of CFP holders have insurance licenses. #4 JR asserts that anyone who holds themselves out as a financial planner, whether or they wear dual hats, or also are registered reps under FINRA, must follow the fiduciary standard. 2013, March). Just Say No’ to CFP Board’s New Standards. Weisman, Robert.

CFP 80

CFP Financial Planner Ethics Financial Planning 80