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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. Staff Changes We bid goodbye to Most Mico last week.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. Staff Changes We bid goodbye to Most Mico last week.

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Should you cancel your CFP designation?

Sara Grillo

Grillo pipes up that the CFP Board is never going to require compensation methods to be disclosed, because that would go against the insurance agents. JR agrees, stating that 70% of CFP holders have insurance licenses. #4 There are no guarantees that any information presented in this article is accurate.

CFP 80