Related Posts
How is epam anywhere health insurance plan?
More Posts
Advice on taking and passing the SPHR exam?
Additional Posts in New York City
Anyone used a good moving company recently?
Happy hour places by Wall Street?
What’s everyone’s favorite bars?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.




Hi! I’m a NYC-based CFP (certified financial planner). I’ve been in financial advising/wealth management industry for about 7 years now. Please feel free to message me on fishbowl or email me sara@pinnaclestrategiesinc.com
Isn’t that like FPA and CPA? you need them separate though because taxes can be complicated. Please select a fiduciary one
Conversation Starter
Super helpful thank you!