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Share Episode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”
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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 how to flex our financial muscles. Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine: What brought you into the world of wealth management, given your background isClick here to listen to the podcast!
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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 how to flex our financial muscles. Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine: What brought you into the world of wealth management, given your background isClick here to listen to the podcast!