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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role. We expect very limited disruption for our clients.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role. We expect very limited disruption for our clients.

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Should you cancel your CFP designation?

Sara Grillo

Grillo rebuts back that when she hears middle to low-income people on the playground talking about how great it was that a CFP® professional came into their work and did a free community presentation, she’ll feel Keller’s salary is justified. #11 There are no guarantees that any information presented in this article is accurate.

CFP 80