Sara Grillo

APRIL 10, 2023

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. Robert works families who are victims of wrongful death or personal injury to provide comprehensive settlement plans.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 12, 2022

Prior to joining Advocacy Wealth Management in 2022, Robert served in a variety of positions at Fidelity Investments and Morgan Stanley as a Financial Consultant. 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.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

JR: There is no educational standard for someone to become a financial planner, although there’s not any evidence to suggest that financial planners like me are any less trained or less academically qualified, that we have to disclose our academic backgrounds and designations in our ADVs. About Scott Salaske.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59