Sara Grillo

MARCH 22, 2024

Mike Staman Delaware Financial Planning Advice-only planner Florida Kelly Berenbaum Home Flat fee, fiduciary Christopher Diodato [link] Flat-fee financial guidance specializing in individuals interested in FIRE/early retirement. Chris Shoup [link] Georgia David E.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Park Place Financial

SEPTEMBER 8, 2022

Working with a personal financial advisor that offers comprehensive services is sensible, especially if you have various concerns. Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. Wealth Manager . Certified Financial Planner (CFP) .

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

MAY 16, 2022

Abundo provides flat fee financial planning. This includes unlimited financial guidance for all of life’s adventures including all meetings, texts, e-mails, and calls. Evanson Asset Management. Jon Luskin, CFP. Measure Twice Financial. Cody Garrett, CFP, is an advice-only financial planner.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52