article thumbnail

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. provide protection solutions for their clients. degree in Computer Science.

article thumbnail

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

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. Salaske: What is an investment advisor?

CFP 59