Financial Consultant Financial Services Presentation Risk Management 
Sara Grillo
APRIL 10, 2023
In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of Financial Services. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.
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 hope you’ll at least join my weekly newsletter about financial advisor lead generation. I really don’t.” – Derek Robinett. See you in the next one! Participant Bios.
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