Sara Grillo
APRIL 10, 2023
In early 2015, Scott sold his ownership interest in the firm. Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. He started Firstmetric a few years later. He graduated from the George Washington University cum laude.
Sara Grillo
DECEMBER 12, 2022
Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. In early 2015, Scott sold his ownership interest in the firm. He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer.
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Sara Grillo
SEPTEMBER 26, 2022
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.
Sara Grillo
SEPTEMBER 12, 2022
The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.
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