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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. He spent 10 years there managing billions in assets for institutional and retail clients. Derek Robinett is a well-educated, experienced financial executive. Derek Robinett.

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Should you cancel your CFP designation?

Sara Grillo

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Nothing in this podcast or blog can be interpreted as legal or compliance advice. Robert will be on the “for” team. About Robert Wright, CFP®.

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