Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . A key indication of an advisor’s dedication to acting in the client’s best interest is the mention of fiduciary duty. RELATED BLOG POSTS. 0 Comments.

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Sara Grillo

DECEMBER 22, 2023

It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. I was recently featured in a MarketWatch article about how to find a good financial advisor. Read it here.

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Walkner Condon Financial Advisors

APRIL 21, 2023

However, they are not required to act in the best interests of the client; whereas a fiduciary is required to place their clients’ best interests ahead of their own. At Walkner Condon, all of our advisors are fiduciaries for our clients. What is a Certified Financial Planner (CFP) ? Alicia Vande Ven , M.S.,

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Park Place Financial

NOVEMBER 29, 2022

Whenever making financial decisions, you should always think about working with a financial planner — regardless of current economic changes. General financial planners provide wealth management services, helping their clients establish goals and evaluating and tweaking their strategies on the path to financial freedom. .

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Estate Planning Economics Planning Financial Planner 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Is it, “meh, who cares”, or does it make a true difference?

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Sara Grillo

MARCH 11, 2024

He’s taking the world by storm as an hourly financial planner, not managing any assets just giving out powerful financial planning guidance that clients love. But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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Park Place Financial

NOVEMBER 29, 2022

5) Work with a Certified Financial Planner . A key component of the best retirement plans for older adults includes consulting with a knowledgeable financial advisor. RELATED BLOG POSTS. Additionally, converting to a Roth IRA can pose complications if you keep other retirement accounts. Additional disclosures. 0 Comments.

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Retirement Planning Retirement Certified Financial Planner Planning 52