Indigo Marketing Agency

DECEMBER 19, 2022

Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Lawrence (Larry) Sprung is a CFP® professional and founder and wealth advisor of Mitlin Financial. He was named a Top 10 Advisor on Investopedia’s 100 list. Guess what? Lawrence Sprung .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. In 2008, Kelly began working directly with clients as a financial planner. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

OCTOBER 19, 2022

Bill McNabb, again, who I know you know, was CEO and asked me if I’d come back and join senior staff, and lead the FAS business, which was a lot bigger than when I left in 2008 and I was thrilled to be able to do that. So let’s talk a little bit about the Advisor Services Division. And in 2008, Bill McNabb took over.

Clients 280

Clients Financial Advisor Taxes Investments 280

Sara Grillo

SEPTEMBER 26, 2022

Salaske: What is an investment advisor? Papers he co-authored on retirement income sustainability won the 2008 and 2010 Certified Financial Planning Board of Standards and International Foundation for Retirement Education Best Paper awards, respectively.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59