Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

MAY 16, 2022

I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. There are alot of schmucks out there hawking crap products disguised as financial advice. Jon Luskin, CFP. Measure Twice Financial. Don’t be fooled!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. And the other interesting thing that’s happened more recently is the, the transition to more personalization in financial services. Like there’s personalization in all aspects of our life and financial services is catching up.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. They eventually get a CFP and they go to the advisory side. What was the career plan? 00:01:48 [Savita Subramanian] Yeah.

Numbers 147

Numbers Management Banking Marketing 147