2015, Certified Financial Planner and Financial Guidance

Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

MAY 13, 2025

So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? And there were multiple iterations before personal advisor, personal advisor, which we launched in 2015. That’s the offer you just referenced.

Clients

Clients Investing Investments Management

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

Sara Grillo

SEPTEMBER 26, 2022

You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. www.cfp.net.

CFP

CFP Financial Advisor Financial Planner Ethics

Financial Advisor Source

Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

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

Webinars

Stay Connected