Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. As it turned out, financial planning is where I felt I could have the most impact. As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. As it turned out, financial planning is where I felt I could have the most impact. As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. In early 2015, Scott sold his ownership interest in the firm. Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52