Sara Grillo

AUGUST 26, 2024

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. At Firstmetric, Scott continues his mission of delivering low cost, unbiased advice to clients.

License 52

License Financial Advisor Certified Financial Planner CFP 52

FMG

MARCH 20, 2024

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?” Now, that would make you more likely to work with that company versus the other, which makes getting in touch more difficult, right?

eCommerce 52

eCommerce Financial Planner CFP Management 52

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients. Thanks for reading.

Investing 52

Investing Investments CFP Financial Advisor 52