Walkner Condon Financial Advisors

MAY 12, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. We are very familiar with the Schwab platform, as about half of our assets are already there. Amber Schmechel is joining our team with 15 years of experience in communications and marketing.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Walkner Condon Financial Advisors

JULY 27, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. We are very familiar with the Schwab platform, as about half of our assets are already there. Amber Schmechel is joining our team with 15 years of experience in communications and marketing.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Sara Grillo

SEPTEMBER 12, 2022

Wright says, if we are going to asset that the CFP Board and marks are bad, we should ask the question, “bad compared to what?” Grillo pipes up that the CFP Board is never going to require compensation methods to be disclosed, because that would go against the insurance agents. 2 The CFP vs SEC – who regulates better?

CFP 80

CFP Financial Planner Ethics Financial Planning 80