Sara Grillo

AUGUST 26, 2024

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. They love to travel, bake, and swim. transgender male and female investors.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Sara Grillo

APRIL 10, 2023

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. They love to travel, bake, and swim. transgender male and female investors.

Investments 52

Investments Investing CFP Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

Dr. Lee’s current research agenda includes investigating the impact of insurance licensing on financial advisor misconduct, analyzing the effect of external vs. internal work commitments on college student performance in hybrid and online learning environments, and examining risk profiles of U.S. 2017, January 18 th ). 2010, August 1).

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? That’s actually research that was done by JP Morgan as of 2017.

Assets 167

Assets Management Portfolio Taxes 167

Sara Grillo

SEPTEMBER 12, 2022

JR agrees, stating that 70% of CFP holders have insurance licenses. #4 Since 70% of CFP® mark holders have insurance licenses, anything they do on the insurance side (outside of variable products) is not regulated by the SEC. FASuccess Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59