Walkner Condon Financial Advisors

MAY 12, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Walkner Condon Financial Advisors

JULY 27, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Sara Grillo

SEPTEMBER 12, 2022

Salary is excessive, compensation consultant appointed by the CEO, Keller earned $1,009,329 as disclosed on the Form 990 for 2020. The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. Certified Financial Planner Board of Standards, Inc.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. RITHOLTZ: So you also mentioned you’re at the intersection of three businesses; education, publishing, and financial services that are all inefficiently run and deserve to be disrupted.

Valuation 286

Valuation Education Government Numbers 286