Should you cancel your CFP designation?
Sara Grillo
SEPTEMBER 12, 2022
Grillo pipes up that the CFP Board is never going to require compensation methods to be disclosed, because that would go against the insurance agents. JR agrees, stating that 70% of CFP holders have insurance licenses. #4 Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan.
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