Sara Grillo

AUGUST 14, 2023

The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Rostad earned his BA in Political Science from the University of Vermont and MBA from the Norwegian School of Management in Oslo. She obtained her CFP designation in 2003.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

eMoney Advisor

FEBRUARY 14, 2023

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. I was fortunate to already know a marriage and family therapist here in Lufkin, Texas, where the Kovar Wealth Management home base is. He became an essential resource, and the rest is history.

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Financial Planning Planning Communication Clients 40

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Chris Randall. Charles King.

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Sara Grillo

AUGUST 26, 2024

James completed both his Undergraduate and Master of Science Degrees at the University of Utah in Business Management and Information Systems specializing in Product Management. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

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License Certified Financial Planner Financial Advisor CFP 52

Carson Wealth

DECEMBER 20, 2022

CFP ® , Director of Consumer Investment Research. Financial advisors and wealth managers help identify and develop a plan designed to meet their clients’ financial goals. A financial advisor is trained and licensed to provide investment and security advice to their clients. Craig Lemoine, Ph.D.,

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Financial Advisor Certified Financial Planner Financial Planner Retirement Planning 52

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.

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Investments Investing CFP License 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. For those of you who are new to my blog, my name is Sara.

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Insurance Retirement License Financial Advisor 59

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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CFP Financial Advisor Financial Planner Ethics 59

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?

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CFP Financial Planner Ethics Financial Planning 80