AAFCPAs Wealth Management’s Carmen Grinkis, PhD, CLTC, CFP® will present an insightful session on the evolution of risk management within financial planning for the benefit of peer wealth advisors at the Pinnacle 2018 Winter Summit, March 6-8, 2018 in St. Augustine, FL.
In this session, Carmen will reflect on the meaningful evolution of her career from practicing psychologist, to entrepreneur, insurance broker, and now wealth advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) with AAFCPAs Wealth Management. She will provide her views on how this perspective benefits clients because so much of financial planning is life planning. Holistic, comprehensive financial planning has now become the critical, central hub of wealth management and must include risk management.
As a Wealth Advisor with AAFCPAs Wealth Management, Carmen goes beyond the role of money manager, and acts as the quarterback for bringing together all the financial services a client may need. Carmen will share insights on how close collaboration between client and wealth advisor, as well as a focus on risk management and goals-based investing enables clients to remain on course to realize their most important financial objectives.
AAFCPAs Wealth Management Wealth Advisors blend objective investment advice, financial planning and real-world goal setting to best meet each client’s short and long-term goals, while controlling risks. Carmen is happy to share her knowledge and experience with the Pinnacle community.