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. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?
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?
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Carson Wealth
DECEMBER 1, 2022
CFP ® , Director of Consumer Investment Research. LLM, CFP ® , ChFC ® , CLU ® , RICP ® ,? Lisa (22) begins working for Social Media, Inc. Lisa decides to contribute $6,000 annually (or $500 a month) into this plan. Craig Lemoine, Ph.D., and Jamie Hopkins,?Esq., Managing Partner, Wealth Solutions? .
Sara Grillo
APRIL 10, 2023
Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies.
Sara Grillo
AUGUST 14, 2023
Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. She obtained her CFP designation in 2003. Bogle and His Lifelong Battle to Serve Investors First.
Sara Grillo
AUGUST 25, 2023
Black Mammoth www.blackmammoth.com Avg account size: $46,000 Niche: Business Owners – Athletes, LGTBQ, Minority, Women Services: My services aren’t based on AUM or Investment Only, so I have DIY services and a full financial planning retainer model. Note: Stoy holds an insurance license.
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