You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Embracing Your Story & Your Impact

November 19, 2019

On this episode, Marguerita Chang, CFP® talks about how she’s built a business and reputation in the profession by embracing her story and what makes her different. She shares her background and what led her to financial planning, as well as how to give back within the profession and thank those who’ve come before us.