Definition Financial Consultant Investment Planning 
Sara Grillo
DECEMBER 12, 2022
And, if so, what fees are included in the definition of “all the fees.” Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. Does it matter that clients know the fees they are paying? Is that a fee?
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.
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