Remove 2012 Remove Certified Financial Planner Remove Financial Consultant Remove Financial Market
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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

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. Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses.

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Should you cancel your CFP designation?

Sara Grillo

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

CFP 80
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team. www.cfp.net.

CFP 59