Join us in 2023!
A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook.
Meet our guest: Han Xue, a personal finance expert, CERTIFIED FINANCIAL PLANNER™ Professional, Military Financial Counselor, and founder of Zen Wealth Advisors
Today’s Topic: Finding your financial ZEN in life
- What is Zen mindfulness?
- How can practicing mindfulness reduce financial stress?
- What are ways to bring mindfulness to your money habits?
About our Guest: With a vast knowledge base, strong integrity, and years of experience in the wealth management industry, Han Xue is passionate about improving financial literacy levels in U.S middle-class families and teaching individuals how to make informed decisions regarding the use and management of their money—ultimately to achieve long term financial goals.
Han Xue holds a Master’s Degree in Personal Financial Planning from Texas Tech University and a Bachelor’s Degree in Personal Financial Planning from the University of Maryland Global Campus. Before joining the financial services industry, Han served in the U.S Army and worked at U.S Embassy in Rome, Italy.
In addition to helping guide clients in finding their own voice to what it means to live a Happier, Healthier, and Wealthier Life, in his spare time, Han enjoys traveling to different parts of the world and exploring foreign cultures and their history, landscapes, and food. Learn more here.
Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com