Sara Grillo

AUGUST 26, 2024

Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning and a graduate Certificate in Financial Therapy at Kansas State University. He and his family love to travel, play baseball, swim and play at the Georgia lakes and Beaches.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

Wright argues that we could diminish any asset that way, even stock certificates. In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of Financial Services. Gold has transaction value. Lee holds a Ph.D.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

APRIL 11, 2023

And then in 2012, I think Berkshire Hathaway initiated its buybacks with a cap, which is, you know, that they will do buybacks as long as the price was less than intrinsic value. And can we not say that financial services haven’t been wildly disrupted over the past 40 years? RITHOLTZ: He was not a fan. DAMODARAN: Right.

Valuation 298

Valuation Education Numbers Government 298

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. According to Wright, it’s more than having to pass a test – there are CFP® certification requirements pertaining to education, quizzes, modules, etc. Financial advisor U4’s.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

OCTOBER 3, 2023

You know, we’ve gone from, you know, moving physical certificates to now digitally trans transacting and settling. 2012 Watson beat Casper off at chess. It’s like the first couple years of going into financial services, it’s boot bootcamp. We’ve, we’ve quasi modernized them. Now for decades.

Taxes 280

Taxes Banking Clients Management 280