Consulting Portfolio Analysis Wealth Accumulation Wealth Management 
Sara Grillo
APRIL 21, 2022
I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. People at this stage of wealth accumulation are particularly vulnerable, and unfortunately it is these types of folks who are preyed upon by product-pushing salespeople.
Envision Wealth Planning
MAY 23, 2022
Okay before I get fired up, let me move to talk about some highly ethical things I’ve seen financial advisors do so that we can focus our attention on increasing morality in wealth management. #1 Sara Grillo, CFA , is a financial advisor marketing consultant, and financial services keynote speaker. Jane Mepham. Because you are.
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