About Me

The “no nonsense” version of what I do?

Hi, I’m Sara.

I’m a marketing consultant who helps financial advisors fight the tendency to barf meaningless cliché on their prospects. Prior to launching my own firm, I was a financial advisor and worked at Lehman Brothers. I collected a bunch of credentials (Harvard, NYU, CFA® designation) that look good on paper but have questionable relevance.

You’ll find the content on this site was written for the most part in my raw, “no nonsense” style. Here’s a guide to which type may be best for you.


I am Sara Grillo, CFA, financial author, podcast host, and keynote speaker. I am a financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. 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 well known due to my outspoken and disruptive perspective on the private wealth industry. I teach financial advisors how to get with new clients in a high value way.

I help financial advisors find the people who need them by representing their true selves rather than resorting to BS methods.  I have helped thousands of financial advisors and private wealth managers with marketing, branding and generating leads.

My areas of expertise:

Financial Advisor Marketing Badass

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 Air Force. He eventually ended up working for what became Constant Contact. 

I am an autism advocate, a supporter of the US military, and an astronomy lover.  My kids and I rescue abandoned cats.

Over a span of five and a half years, Antonio and I had four kids.  

Boom, boom, boom, and boom. 

financial advisor marketing plan who is sara grillo

After my second baby was born, I quit my job as a financial advisor. I was decent at it, but my heart wasn’t really into it. I felt that I was being called to something else. 

There I was sitting on my couch with no income and two babies saying to myself, “Well, this stinks.” I had to find some way to make money and I couldn’t leave the apartment, so I started trying to sell Antonio’s clothes on eBay. One day he came home from work and found out what I was doing. That ended that. 

So I started making selfie videos and uploading them to YouTube. I was stuck inside all day taking care of two babies for goodness sake – I didn’t really have any other options. I literally just started recording with my webcam while my babies were taking their napsJust telling my career story, talking about how I became an analyst at Lehman Brothers, got my CFA, etc. 

I made one video that got something like 20k hits. The next thing I know, all these aspiring equity research analysts started emailing me to write things for them, resumes and cover letters. Then they’re referring me to their bosses and I’m getting hired by financial companies to write blogs. The first month I must have made about $48. But the jobs kept coming, the videos kept getting more views.  

The more this went on, the more I realized it wasn’t just luck that things were going this way. What people were seeing is a strange and rare combination, a highly analytical mind that can communicate in an easy and fun wayFinancial professionals of all types come to me because I am able to help them by bringing abstract, dry concepts into ideas that are real to people.  

And here we are today. 

Through the internet, I’ve found what my true purpose is. On a constant basis I love hearing from people who read my blogs or see my videos and tell me that I’ve changed their lives. 

Whose life are you meant to change?  

Let’s go find them!