About Me

Hi! I’m Sara Grillo, financial advisor marketing consultant and financial services keynote speaker. I specialize in lead generation strategies for financial advisors. A professional code of ethics governs all actions I take.

Prior to this, I was a financial advisor and worked at Lehman Brothers. I graduated from Harvard University and pursued my Masters at NYU Stern School of Business before going on to obtain my CFA designation. 

I am known due to my outspoken perspective on the BS that unfortunately prevails in the private wealth industry.

I help ethical financial advisors get wealthy clients in a transparent way. My financial advisor marketing strategies are geared towards helping financial advisors get leads with transparency, honesty, fairness, and logic rather than control and manipulation. 

Who I Really Am

I’m originally from a small town outside Boston, MA. My mother was a chemistry teacher and my dad was in the United States Air Force.

Over a span of five and a half years, I had four kids. They are all under 10 years old. My son has ADHD and autism. It’s taught me the power of mercy and compassion in human relationships.

I am a devout Catholic, a lector in my parish, and a “subway missionary” on the weekends. I see the purpose of my life as being to glorify and reflect the light of Christ, a goal I place at the center of my intentions although I fall far short as a woeful and unworthy sinner.

After my second baby was born, I quit my job as a financial advisor.  It was one of those smile-and-dial sales jobs that deep down I didn’t believe in. I felt that I was being called to something else. 

There I was sitting on my couch with no income and two babies. Bills were coming due. So I asked God what He wanted me to do. All of a sudden my gaze was drawn across the room to my laptop sitting on the living room table and I had the answer.

So I started making selfie videos about finance and uploading them to YouTube.  I didn’t really know what else to do. I made one video about how to pass the CFA exam, it got something like 20k hits and I knew I was called to work in financial marketing. 

Who are you being called to help?

-Sara G