Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies.

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Financial Planner CFP Financial Planning Education 52

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. I’m pleased to present you with a list of low cost financial advisors! Jon Luskin, CFP. Cody Garrett, CFP, is an advice-only financial planner.

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Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

AUGUST 14, 2023

According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest. Commissions are opaque.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

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.

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Investing Investments CFP Financial Advisor 52

Sara Grillo

AUGUST 25, 2023

I have no formalized business relationship with any of the firms listed on this list at the present time. Nate Seiler, CFP Avg account size: $115,000 Services: I offer financial strategies. Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries.

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Financial Advisor Accounting License Financial Planning 52

Sara Grillo

DECEMBER 12, 2022

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). Matt Pruitt, CFP®, CFA®. Chris Randall.

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Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

AUGUST 1, 2022

The risk we’re talking about with these high-yield investments is the potential for you to lose money. As is true when investing in any asset, you need to begin by determining how much you’re willing to risk in the pursuit of higher returns. But the key is to invest in certificates with longer terms.

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Investing Investments Certification Accounting 64

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

AUGUST 18, 2023

The underlying belief is that my status as a sophisticated investor implies a deeper understanding of financial risks, a need for less disclosure on unregistered securities, and a conviction that these exclusive investment opportunities are apt for my funds. How it Works: Investors start by choosing a suitable investment plan on Fundrise.

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Investing Investments Startup Portfolio 52