March 3 2023
Episode 84 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Thao Truong, CFP®, client manager at Morton Wealth
March 3, 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 each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.
Meet our guest: Thao Truong, CFP®, client manager at Morton Wealth
Today’s Topic: Herself by Morton, an initiative that provides women with free networking opportunities and financial education resources
Rita asks Thao:
- Tell us about your background and what inspired you to get started in this industry.
- How have your career aspirations changed over the years leading to this point?
- Can you talk more about Herself and what you hope to achieve from it?
- Share some quick tips for how women can be prepared for the unexpected.
- What exciting things are you working on in 2023?
About Thao Truong: Thao joined Morton Wealth in December 2020. She has ten years of experience in the wealth management business. Before joining Morton Wealth, she held various roles in financial planning, private investments, portfolio design, and advisory services at other independent advisory firms in San Francisco and San Diego. Additionally, Thao is a CERTIFIED FINANCIAL PLANNER™️ professional. She graduated magna cum laude with a B.S. in finance and economics from the University of New Hampshire.
Born and raised in Saigon, Vietnam, she moved to the United States by herself and became financially independent at age 16. Thao is dedicated to supporting youth and women through life transitions and closing the financial literacy gap. She recently helped launch “Herself by Morton,” an initiative that provides women with free networking opportunities and financial education resources. Thao is a member of the National Association for Divorce Professionals member and is training to become a Certified Divorce Financial Analyst®️ (CDFA®️). She is among the honorees of the 2022 class of 40 Under 40 by InvestmentNews. Outside of work, she enjoys reading, crafting, and maintaining an active lifestyle: running, cycling, hiking, tennis, and yoga. She is fluent in Vietnamese and knows some French because of her Vietnamese heritage.
Learn more about Thao:
- https://www.instagram.com/herself_by_morton/
- https://www.linkedin.com/in/thaottruong/
- https://www.mortonwealth.com/
Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv! Cheers!
