Sara Grillo

SEPTEMBER 12, 2022

There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Are they getting a raw deal? Robert will be on the “for” team.

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CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of Financial Services. Lee holds a Ph.D.

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Investing Investments CFP Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation. Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College.

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