Clever Girl Finance

JUNE 5, 2025

She has also been featured in a ton of major publications such as Dr. Oz, Fox & Friends, Essence Magazine, and Cosmopolitan. She tackles common financial advice head-on and offers her own proven systems to help people get ahead financially. This list of best financial podcasts will inspire you!

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Certified Financial Planner Financial Advice Budgeting Food 52

The Big Picture

MAY 7, 2024

And so I ended up working at Business Week Magazine for almost 13 years. So I worked with a certified financial planner called Katie Song when I was at SoFi. We, and you know, like convinced business week that we should put advertiser links on a page in the magazine. I did that for two years. It was fun.

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Startup Advertising Engineering Numbers 146

Sara Grillo

SEPTEMBER 26, 2022

You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. www.cfp.net.

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CFP Financial Advisor Financial Planner Ethics 59