Carmen Grinkis
AAFCPAs Wealth Management Invests in Team and Processes in 2016
AAFCPAs Wealth Management is pleased to share the investments we have made in our team and processes in 2016, designed to enhance your client experience: AAFCPAs Wealth Management is firmly dedicated to servicing our clients and enhancing your financial wellbeing. Ultimately, we believe it is our 1) diversity of talent from our team, 2) four […]
Department of Labor: Fiduciary Rule Changes Impacting Retirement Accounts
Listen to Podcast Click here to listen to podcast or use the above media player. The DOL’s new fiduciary rule requires financial advisors to put their clients’ best interests ahead of their own when providing investment advice. Carmen Grinkis, Wealth Advisor, AAFCPAs Wealth Management provides perspective on the ruling and what it means to be […]
AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Carmen Grinkis
AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Carmen Grinkis, PhD, CLTC, CFP® as a Wealth Advisor and Director of Wealth Management. With over 25 years of diverse experience, Carmen is a seasoned professional providing comprehensive financial planning solutions for individuals, families, business owners, nonprofits & foundations. She […]