Join Marguerita Cheng, CFP® Pro, every Friday at 5pm EST for quick financial tips aimed at empowering women and families to reach their financial goals with confidence.
Wealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® Pro
30 mins • Sep 14, 2023
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Recent Episodes
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
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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”
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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™
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Episode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”
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