Sara Grillo

APRIL 10, 2023

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

DECEMBER 12, 2022

Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. Matt has over 10 years of investment experience, including a highly technical background in private equity backed transactions and corporate debt restructurings.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Robert works directly with settlement planners and the families they work with to develop comprehensive financial plans.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

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. About Robert Wright, CFP®.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59