eMoney Advisor

NOVEMBER 9, 2022

As wealth begins to change hands, there will be new expectations for the financial planning industry —new service areas to explore and new client expectations to exceed. The most notable shift to be aware of is the departure from the conventional financial service model and the journey to holistic planning. R eligion.

Financial Planning 78

Financial Planning Planning Certified Financial Planner Financial Planner 78

Sara Grillo

AUGUST 26, 2024

In early 2015, Scott sold his ownership interest in the firm. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning and a graduate Certificate in Financial Therapy at Kansas State University. He started Firstmetric a few years later.

License 52

License Financial Advisor Certified Financial Planner CFP 52

The Big Picture

MAY 7, 2024

And then what eventually was the bridge between Pinterest and SoFi in 2015? I was there 2015. Like everybody will eventually be a financial services company or an advertising company. So I worked with a certified financial planner called Katie Song when I was at SoFi. And so that was a fun run.

Startup 147

Startup Advertising Engineering Numbers 147

Sara Grillo

APRIL 10, 2023

In early 2015, Scott sold his ownership interest in the firm. In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of Financial Services. He started Firstmetric a few years later. Lee holds a Ph.D.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

I hope you’ll at least join my weekly newsletter about financial advisor lead generation. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. See you in the next one!

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 12, 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. Public Disclosure Copy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80