Indigo Marketing Agency
JANUARY 11, 2021
We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute.
Indigo Marketing Agency
DECEMBER 19, 2022
She was also named a Top 10 Financial Advisor by Investopedia. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. He was named a Top 10 Advisor on Investopedia’s 100 list. Peter Lazaroff.
Sara Grillo
SEPTEMBER 26, 2022
Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Salaske: Right, now. You don’t know that right now, what they’re doing basically… We don’t know what their process is.
Expert insights. Personalized for you.
52 
Let's personalize your content