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: Mastering the art of financial planning
- Tell me about your background in the industry.
- What makes you good at what you do?
- What are some important lessons you’ve learned over your career?
- In your opinion, what is the most important personality trait/strength someone would need to work in your industry/be successful in your job?
- What advice would you give to someone starting out in your career?
Meet our guest: Carol Cho, CLU®, ChFC®, is obsessed with helping her clients unravel and demystify financial planning through education. She is driven by a passion for building relationships through compassion and generosity. She is a financial advisor with IRC Wealth, an SEC-registered investment firm based in Atlanta, Georgia. Her clients come from a variety of wealth-building and money-knowledge stages with a unifying characteristic– they are motivated and actively engaged in the pursuit of financial freedom.
Carol’s extensive experience in comprehensive insurance and investment planning results from the many roles she’s held within the FinServ industry. She is especially passionate about educating women on the importance of long-term care planning and helping young women change how they think about their money and learn to advocate for their worth. In addition, she serves on the Board of Money Weave Academy, a non-profit on a mission to provide comprehensive financial planning education for women.
She was born in NJ and earned her bachelor’s degree from Rutgers University. She resides in Jersey City, NJ, with her partner, Troy, and their fur baby, Meishka. Her hobbies include gymnastics, CrossFit, and traveling. She has been to nearly 30 countries and has lived in 3! She enjoys learning new languages and planning her next adventure. Click here to connect with Carol on LinkedIn.