Episode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”
July 21, 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, we start the weekend learning from industry experts…more