2015 CFP Risk Management 
Indigo Marketing Agency
DECEMBER 19, 2022
Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Steve Sanduski. You can check Sam out on YouTube here. . Michael Kitces.
Sara Grillo
AUGUST 26, 2024
Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4 In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later. They love to travel, bake, and swim.
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Indigo Marketing Agency
JANUARY 17, 2022
Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Jim Blankenship Jim Blankenship is a CFP® professional who specializes in Social Security, income tax, and personal finance. Guess what?
Sara Grillo
APRIL 10, 2023
Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Connect with him on LinkedIn here.
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Connect with him on LinkedIn here.
Sara Grillo
AUGUST 14, 2023
Rostad earned his BA in Political Science from the University of Vermont and MBA from the Norwegian School of Management in Oslo. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.
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