Clever Girl Finance

JANUARY 22, 2024

Windfall money might materialize in the form of gifts, bonuses, settlements, inheritances, lottery winnings, property sales, etc. No matter the source of funds, getting any kind of financial windfall can immediately send your mind reeling with possibilities. So, what would you do if you received a large lump sum of money?

Management 98

Management Certified Financial Planner Financial Planner Taxes 98

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA).

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

DECEMBER 28, 2022

You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. And second, there’s no sales. RITHOLTZ: Right. ELLIS: I don’t have to do it. What are you going to do? People are going to come to us.

Management 189

Management Investing Investments Clients 189

Sara Grillo

AUGUST 26, 2024

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Sara Grillo

APRIL 10, 2023

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 26, 2022

I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Oh, well, you’re not really a financial planner, you’re a financial salesperson. Now, granted, I don’t think that that’s true.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. Accountant-Lawyer Alliance. www.cfp.net.

CFP 80

CFP Financial Planner Ethics Financial Planning 80