Walkner Condon Financial Advisors

JUNE 2, 2023

According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field. In order to share this opportunity with other women, we need to take into account how those newer to the financial services profession are mentored.

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Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

APRIL 10, 2023

In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of Financial Services. In 2019, the American College of Financial Services named Josh as one of five NextGen Financial Services Professionals of the Year.

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Investing Investments CFP Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

I hope you’ll at least join my weekly newsletter about financial advisor lead generation. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. See you in the next one!

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

MAY 7, 2024

And when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders. Can you go meet them? And I said, what’s it about? Like, I don’t Right.

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Startup Advertising Engineering Numbers 143

WiserAdvisor

JULY 24, 2022

can present themselves as intimidating numbers on a piece of paper. Putting these together and understanding your financial health can be cumbersome. However, the sooner you take charge of your finances, the better it can be for your financial health. Start early: With great power comes great responsibility.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 12, 2022

Grillo rebuts back that when she hears middle to low-income people on the playground talking about how great it was that a CFP® professional came into their work and did a free community presentation, she’ll feel Keller’s salary is justified. #11 There are no guarantees that any information presented in this article is accurate.

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CFP Financial Planner Ethics Financial Planning 80

Robert B. Ritter Jr.

JANUARY 31, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using InsMark’s Wealthy and Wise® Advanced System.) The post Blog #217: Tax Bombs That Never Exploded (More on Grantor Trusts) first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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Taxes Estate Planning Financial Services Planning 40