Sara Grillo

DECEMBER 12, 2022

Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. Doug built a Pension Maximization Analyzer which will take other income, Social Security benefits, and taxes into consideration and prepare an 18-page presentation on which option to choose and why.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Nothing in this podcast or blog can be interpreted as legal or compliance advice. Robert will be on the “for” team. About Robert Wright, CFP®.

CFP 80

CFP Financial Planner Ethics Financial Planning 80