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.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. 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.

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. When we first saw this in, I wanna say 2019, it’s like, oh, I get it. That actually is exactly what we ended up doing. And so that then led to the sale of that business in the late 1990s to Credit Suisse.

Assets 173

Assets Management Portfolio Marketing 173

Sara Grillo

SEPTEMBER 26, 2022

Staff of the Investment Adviser Regulation Office. Division of Investment Management. Regulation of Investment Advisers by the U.S. 2019, July 30). Robert Wright, CFP® serves as a Financial Consultant with over 10 years of experience in the financial planning and services industry. Zweig, Jason, and Fuller, Andrea.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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. 2019, July 30). 4 Has the CFP Board failed to address the insurance problem – the “third hat”?

CFP 80

CFP Financial Planner Ethics Financial Planning 80