Taking Financial Life Guidance to the Next Level

“Financial Life Guidance” finds an expanded audience through a recent merger between Life Planning Firm Blue Blaze and their merger with Robertson Stephens. In this blog post, Registered Life Planner Frankie Corrado discusses his and his co-founder and father, Registered Life Planner Frank Corrado’s decision to merge with a larger firm and how considering the broader client base that would be exposed to Life Planning factored into their decision.