Click here for a video introduction to Sara Grillo, CFA!
Since 2011, the mission of Grillo Investment Management has been to increase the quality of life for Generation X by delivering high quality, personalized investment advice. The recession hit Gen X hard and studies show that this subpopulation is undersaved to a stultifying degree.
Clients tend to fall between ages 30-45 and possess between $250k to $2MM in assets, the “Emerging Wealthy.” Sara’s strong commitment to her goals aligns her with her clients because she can empathize with people who dream of a better future and refuse to accept mediocrity. It is this empathy that drives her to swing hard at the ball for her clients and their families.
Sara Grillo, CFA, plays the game to win. With the recovery in motion, the time is right for Gen Xers to step up to the plate and starting investing for prosperity. The best coach for them is a financial advisor who will be there by their side from inning one.