FMG

FEBRUARY 2, 2023

December 6, 2019 – I made the best decision I have ever made in my professional life to move my clients to the independent side of the wealth management industry. Now – I spend every single day of my life serving as a fiduciary financial consultant to families and businesses that I am so fortunate to help.

Financial Advisor 52

Financial Advisor Communication Clients Financial Planning 52

The Big Picture

JUNE 11, 2024

You know, whether a creative, whether you’re a CPA or an attorney, or a planner or a wealth manager, whatever, you’re sitting across the table from somebody. You, you have to have that kind of consultative nature about you, or you’re not gonna be successful, certainly not be able to do right.

Planning 162

Planning Clients Investing Investments 162

Sara Grillo

APRIL 10, 2023

James completed both his Undergraduate and Master of Science Degrees at the University of Utah in Business Management and Information Systems specializing in Product Management. In 2019, the American College of Financial Services named Josh as one of five NextGen Financial Services Professionals of the Year.

Investments 52

Investments Investing CFP Financial Advisor 52

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. 2019, July 30).

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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. Robert Wright, CFP® serves as a Financial Consultant with over 10 years of experience in the financial planning and services industry.

CFP 80

CFP Financial Planner Ethics Financial Planning 80