International College of Financial Planning

MAY 20, 2024

Unlike broader academic studies, these courses are designed to bridge the substantial gap between theoretical education and the pragmatic requirements of the job market. Tailored Education: Each course focuses on the skills and knowledge most relevant to the industry, ensuring you are well-prepared for specific job roles upon completion.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., He launched the firm in January of 2022 after realizing that there were no financial advisors available for people that don’t have millions of dollars of investments.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. They are responsible for maintaining your financial records and must file tax returns on time to avoid penalties.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Sara Grillo

AUGUST 26, 2024

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

License 52

License Financial Advisor Certified Financial Planner CFP 52

WiserAdvisor

NOVEMBER 21, 2022

What is a Certified Financial Planner? Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Department of Education before appearing for the CFP exam.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

APRIL 10, 2023

It comes down to financial literacy and investor education. So is crypto a good investment or just a rock? Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. The problem exists with traditional assets.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

NOVEMBER 14, 2022

In Salaske’s view, education is the issue because annuities are sold products. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 26, 2022

JR: Well, one of the things that Robert, you mentioned last week, and I totally agree with, is that a problem with financial planning being regulated as it is today by the SEC, is that there is no educational requirement to become a financial planner. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Wright is an instructor for the College of Financial Planning in addition to being a CFP® certificant. He is very much an advocate for the marks and the education that comes with it. Wright agrees with Salaske that bypassing education shouldn’t be allowed. Accountant-Lawyer Alliance.

CFP 80

CFP Financial Planner Ethics Financial Planning 80