Sara Grillo

AUGUST 26, 2024

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.

Investing 52

Investing Investments CFP Financial Advisor 52

Good Financial Cents

AUGUST 18, 2023

Examples include Series 7, Series 65, and Series 82 licenses. With its user-friendly interface and transparent reporting, Fundrise has become a top choice for many venturing into real estate investments. How it Works: Investors start by choosing a suitable investment plan on Fundrise. Pros: Access to pre-IPO companies.

Investing 52

Investing Investments Startup Portfolio 52