July162021
Episode 26: Margaritas with Marguerita — Meet Rachel Sanborn Lawrence, CFP®, the lead financial planner at Ellevest, a financial company built by women, for women
A Note from Marguerita Cheng, CFP® Pro— Hello friends! I invite you to listen to our interview with Rachel Sanborn Lawrence, CFP®, lead financial planner at Ellevest, a company built by women on a mission to get more money into our hands.
Our topic: The products and services that Ellevest has developed to help women everywhere gain control of their finances and lives.
About Rachel: “I love helping women and allies tackle their money goals, and I am thrilled to share easy-to-understand, realistic, and life-changing financial help (plus a few terrible puns) via coaching and workshops,” says Rachel, a CFP® professional with a bachelor’s degree in finance from Bentley College, a master’s degree in financial planning, and nearly 20 years of experience in personal finance.
When she’s not helping members plan and manage their money, you can find Rachel skiing or playing basketball with her husband and kids, reading several books at once, or surfing the New Hampshire coastline. She’s an Enneagram type 7.
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.
