Financial Consultant, Financial Market, Investments and Retail

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., I also partner with E4 Insurance Services, a full-service brokerage agency to help noninsurance-oriented professionals (CFP’s, CFA’s, investment advisors, etc.) Derek Robinett.

Financial Advisor

Financial Advisor Commission Clients Insurance

Should you cancel your CFP designation?

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. The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. See you in the next one!

CFP

CFP Financial Planner Ethics Financial Planning

Financial Advisor Source

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Should you cancel your CFP designation?

Webinars

Stay Connected