Sara Grillo

AUGUST 14, 2023

In 2008, Kelly began working directly with clients as a financial planner. 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. She obtained her CFP designation in 2003.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. In 2008, we didn’t have Uber, right? Stumbled across our stuff and reached out and said, Hey, could you link this to the public equity databases like Compus stat so we could use it for valuing stocks?

Assets 173

Assets Management Portfolio Taxes 173

Sara Grillo

SEPTEMBER 26, 2022

Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59