Remove Executive Compensation Remove Financial Planning Remove License
article thumbnail

Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. Mary Jo will mostly be supporting the international team, though she will be cross trained to help the domestic team when necessary as well.

article thumbnail

The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. Mary Jo will mostly be supporting the international team, though she will be cross trained to help the domestic team when necessary as well.

article thumbnail

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. Salary is excessive, compensation consultant appointed by the CEO, Keller earned $1,009,329 as disclosed on the Form 990 for 2020.

CFP 80