Remove 2010 Remove Financial Market Remove Investment Planning Remove Wealth Advisor
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. Financial Advisor or Investment Salesperson? 2010, August 1).

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

And, as a PFS (Personal Financial Specialist), he is able to integrate his knowledge of investments and tax into your personal financial situation to help you reach your financial goals. In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD. Doug Twiddy.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Salaske: What is an investment advisor? It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

CFP 59