About Me
Hi! I’m Sara Grillo, financial advisor marketing consultant, specializing in lead generation strategies for financial advisors.Â
I am also the evangelist for the Transparent Advisor Movement and the founder of The Immersion conference. A professional Code of Ethics governs all actions I take.Â
Prior to becoming a marketing coach for financial advisors, 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 getting my CFA designation. Â
Who I Really Am
I live in New York City and I am a devout Catholic, a pro-life supporter, and a “subway missionary” on the weekends.Â
Over a span of five and a half years, Antonio and I had four kids. They are all under 12 years old and bring us great joy, although they drive us crazy most of the time, lol.
I love nature and plants. My family’s ultimate goal one day is to have a pollinator farm, a sanctuary where we can save the butterflies, bees, and other threatened animal species.
I do what I do because I love God, I love my country, and I love my family. My mission is to use the abilities I have been blessed with to support the delivery of financial advice with higher fairness, logic, clarity, and dignity, for the good of the beloved families in my beautiful America.
If you are all lit up on a mission I’d love to hear about yours as well. Thank you for visiting and God bless you and your families.
-Sara G