Sara Grillo

AUGUST 25, 2023

I have no formalized business relationship with any of the firms listed on this list at the present time. Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Note: Ryan holds both insurance and FINRA licenses. Note: Stoy holds an insurance license.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Sara Grillo

JUNE 2, 2022

What about straightforwardness of communication? What about ethics? On the page where the advisors are listed out, it says, “Presented by Charles Schwab.” Ethical actions that financial advisors take. Number of employees per client? What about advisor/client ratio? What about fiduciary standard? ” Huh?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

SEPTEMBER 26, 2022

If that’s the argument, but if you’re saying the CFP Board has a problem, it’s x, y and z, you don’t necessarily have to have a solution in order to be able to present that as a problem, I think that’s disingenuous type of argumentation, but seeing that you do kind of have a solution.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59