Margaritas with Marguerita Cheng, CFP® Pro

July92021

Episode 25: Margaritas with Marguerita Cheng, CFP® Pro — Kimberly Wasney teaches us about the purpose-driven business Packed with Purpose

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Episode 25: Margaritas with Marguerita Cheng, CFP® Pro — Kimberly Wasney teaches us about the purpose-driven business Packed with Purpose
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A Note from Marguerita Cheng, CFP® Pro — We invite you to watch the July 9 episode of my show, Margaritas with Marguerita, where women learn from industry experts how to flex their financial muscles and gain control of their money and their lives

Our guest: Kimberly Wasney, Director of Sales and Business Development at Packed with Purpose

Today’s topic: Learn about Packed with Purpose — a purpose-driven business that makes it easy for individuals and companies to create change through the simple act of gift-giving, PackedwithPurpose.gifts.

I talk with Kim about:

  • The mission and vision behind Packed with Purpose
  • Kim’s journey that led her to become the Director Of Sales And Business Development at Packed with Purpose
  • About a few of the organization’s purposeful purveyors
  • A few expert gifting suggestions

About Kimberly Wasney: As the Director of Sales and Business Development at Packed with Purpose, Kimberly is passionate about the intersection of profit and purpose. She joined the team in 2017 as a way to use her experience growing revenue in a way that creates a social impact and has built a sales team with four years of consecutive success. 

Before joining Packed with Purpose, Kimberly supported an emerging start-up creating a program to help mid-sized companies grow employee volunteerism, and spent three years as General Manager of an industrial supply store in Texas. 

Kimberly has a Bachelor’s in History from Mount Mercy University and a Master’s in Anthropology from New Mexico State University, where she researched Ethical Consumerism and the Fair Trade market. She is the incoming Vice President of the Professional Women’s Club of Chicago and a founding board member of Surgecrest Ventures.

Click here to find all of our episodes of Margaritas with Marguerita Cheng, CFP® Pro: MargueritaCheng.tv.

Your Host: Marguerita Cheng, CFP® is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success.

About Margaritas with Marguerita: Every Friday evening at 5pm EST, we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” the show is also part of a monthly webinar series you won’t want to miss. Learn more at MargueritaCheng.com and watch all of her interviews on MargueritaCheng.tv. 

Questions about your financial future? Send Rita an email.

Photo by Kate Hauschka

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