2017 Financial Consultant Financial Services License 
Sara Grillo
APRIL 10, 2023
Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License. They love to travel, bake, and swim. Lee holds a Ph.D.
Sara Grillo
SEPTEMBER 12, 2022
The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. JR agrees, stating that 70% of CFP holders have insurance licenses. #4 2017, July 11). Robert will be on the “for” team. Trone, Don.
Expert insights. Personalized for you.
52 
Let's personalize your content