Financial Market Investment Planning License Wealth Advisor 
Sara Grillo
AUGUST 14, 2023
Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. Scott graduated from the University at Buffalo, earning a B.A. in English Language and Literature.
Sara Grillo
DECEMBER 12, 2022
A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Charles King. Doug Twiddy.
Sara Grillo
SEPTEMBER 26, 2022
Salaske: What is an investment advisor? Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University.
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