WiserAdvisor

JUNE 2, 2023

There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. The algorithm then generates suitable recommendations based on the information shared by you.

Financial Advisor 52

Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Wright argues that we could diminish any asset that way, even stock certificates. Nothing in these materials may be construed as an investment, insurance, or financial recommendation.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

CFP 80

CFP Financial Planner Ethics Financial Planning 80