WiserAdvisor

NOVEMBER 21, 2022

One only earns the title of a CFP after years of rigorously studying, completing multiple standardized tests, gathering years of experience in the industry, and having a strong grasp of ethics. Every Certified Financial Planner must hold a bachelor’s degree or higher from an accredited college or university under the U.S. To conclude.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. Services: I offer investment management as an add-on to financial planning.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

The Big Picture

JUNE 6, 2023

That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Do it my way. Let’s talk about that.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130