July22021
Episode 24: Margaritas with Marguerita Cheng, CFP® Pro — Learn about Change Finance with industry expert Dan Carreno
A Note from Marguerita Cheng, CFP® Pro — Check out today’s episode of my radio show, Margaritas with Marguerita, where women learn how to improve their knowledge of financial matters to gain security.
Our guest: Dan Carreno, Executive VP of Business Development for Change Finance PBC
The theme for the show: Discover the power of “Change Finance”
About Dan: With 17 years of experience in the asset management industry, Dan specializes in sustainable investing. At Change Finance, he manages the firm’s business development efforts and hosts The ESG Update podcast. Previously, he served as a Regional Marketing Manager for Fred Alger & Co., where he consulted with hundreds of firms to help them meet investors’ financial goals. This experience allows Dan to efficiently provide investors with the knowledge and tools they need to make prudent investment decisions to minimize risk and maximize public benefit.
Dan holds a BA in International Economics and Commerce from Lafayette College, an MS in Environmental Policy and Management from the University of Denver, and a Certified Investment Management Analyst® from the Investments and Wealth Institute. Outside of the office, Dan commits time to various non-profit organizations, including the Climate Reality Project. He serves on the board of Auricle Productions, a media non-profit dedicated to environmental journalism. In his free time, you will find Dan enjoying and photographing the natural world. While an avid biker and climber, Dan will tell you he is always happiest when skiing deep powder in the Colorado Rockies with his dog Piper.
About Margaritas with Marguerita: Every Friday at 5pm EST, we invite you to start the weekend off right with 15 minutes of financial tips by Rita Cheng, CFP® Pro — a certified financial planner on a mission to help all women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” this show is also part of a webinar series that Rita will be teaching through www.InkandescentWomen.com.
Learn more: Be sure to tune in this Friday — and look for previous episodes on www.MargueritaCheng.tv and www.MargueritaChengRadio.com.
Thank you! — Rita, www.MargueritaCheng.com
