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We’ve Been Featured In The Investments & Wealth Monitor!

Indigo Marketing Agency

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

She was also named a Top 10 Financial Advisor by Investopedia. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. He was named a Top 10 Advisor on Investopedia’s 100 list. Peter Lazaroff.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Salaske: Right, now. You don’t know that right now, what they’re doing basically… We don’t know what their process is.

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