Ogni venerdì alle 17:00 EST, unisciti a Marguerita Cheng, CFP® Pro, per consigli finanziari che aiutano donne e famiglie a raggiungere i loro obiettivi con fiducia.
Wealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® Pro
30 mins • Sep 14, 2023
Charts
- 121Decreased by 4
Episodi recenti
Sep 14, 2023
Wealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® Pro
30 mins
Aug 11, 2023
Episode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering Finance
17 mins
Aug 4, 2023
Episode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”
17 mins
Jul 28, 2023
Episode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™
20 mins
Jul 21, 2023
Episode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”
19 mins