Sara Grillo

DECEMBER 12, 2022

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. In early 2015, Scott sold his ownership interest in the firm. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 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. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice. Retirement plans.

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. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice. Retirement plans.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

It’s actually quite instructive to look at this depiction of 2015 from our current 2023 perspective. From the lens of 1989, Marty’s 2015 Nikes with “power laces” seemed a logical progression (not to mention the auto-sizing “Members Only” jacket!).

Assets 59

Assets Investments Investing Marketing 59

WiserAdvisor

NOVEMBER 21, 2022

What is a Certified Financial Planner? Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Opening Individual Retirement Accounts (IRAs) and managing your 401(k).

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

APRIL 10, 2023

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Lee holds a Ph.D.

Investments 52

Investments Investing CFP Financial Advisor 52

The Big Picture

MAY 7, 2024

And then what eventually was the bridge between Pinterest and SoFi in 2015? I was there 2015. So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? Moms would ping her every day about financial advice.

Startup 147

Startup Advertising Engineering Numbers 147

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I don’t know when to retire or claim Social Security. A prospect-based truly comprehensive financial planning process.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

MAY 8, 2023

There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” What’s this now – call options??

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. In early 2015, Scott sold his ownership interest in the firm.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. In early 2015, Scott sold his ownership interest in the firm.

CFP 80

CFP Financial Planner Ethics Financial Planning 80