Financial Consultant Financial Market Investment Advisor Presentation 
Sara Grillo
DECEMBER 12, 2022
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. Advisors are always grateful for the assistance of pulling all the pieces together of maximizing retirement income.
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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