CFP eCommerce Financial Services 
Sara Grillo
AUGUST 26, 2024
His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. Lee holds a Ph.D.
Sara Grillo
APRIL 10, 2023
Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.
FMG
MARCH 20, 2024
Live chat is particularly effective for high-value financial services since the shoppers are generally seeking more information. CEO and Lead Financial Planner Nestor Vargas, CFP® , pops up in the corner asking, “Can I help you find the answer to a specific question?”
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