Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. Over the years, the CFP exam has undergone refinements in line with the evolution of the financial planning profession. Get in touch to get an insight into the CFP course details.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Sara Grillo

AUGUST 14, 2023

In 2008, Kelly began working directly with clients as a financial planner. She has helped hundreds of clients achieve their financial and life goals. She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. In August 2022, Kelly launched her own advisory firm, Brava Financial.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 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. Throughout his career, Josh has been recognized for his outstanding talents and expertise.

Investments 52

Investments Investing CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP 80

CFP Financial Planner Ethics Financial Planning 80