Blog Financial Advice Financial Consultant Wealth Advisor 
Sara Grillo
DECEMBER 12, 2022
For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”. Join the Transparency Advisor Movement.
Sara Grillo
SEPTEMBER 26, 2022
The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. 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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