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.
Today’s Topic: Serving the underserved
- Why did you decide to create a business that focuses on this underserved population of women?
- How have you grown your business?
- What advice do you have for potential clients like yours who need a financial planner, but don’t know how to go about finding one?
About our Guest: Lindsey Swanson CFP® has worked in the financial planning industry for a decade and says she is passionate about bringing financial education and advice to every corner of society. “I noticed a severe lack of financial advice targeted towards workers in adult entertainment,” she explains, noting she launched Stripper Financial Planning to offer quality advice to my clients and respect in their journey. Whether you hope to lean into your current path or step out, you deserve kindness.” Learn more at stripperfinancialplanning.com.
Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com