Certified Financial Planner Investment Planning Startup 
Sara Grillo
AUGUST 26, 2024
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.
Sara Grillo
APRIL 10, 2023
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.
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