August 11, 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 off learning from industry experts how to flex our financial muscles.
Meet our guest: Corey Beal, CEO and Director of Joy, at Empowering Finance
Today’s Topic: Financial planning for the bold, the ambitious, and the badass
Rita asks Corey:
- How did you get into financial planning and what has your journey been like?
- What inspired you to start your own financial planning practice?
- What do you most enjoy about your career and what do you like the least?
- What makes you different than others in the financial planning field?
- What type of people are your dream clients?
About our guest: Corey Beal is the CEO and Director of Joy at Empowering Finance. After more than a decade of experience in financial planning and wealth management, she decided to take the leap to launch her own firm so she could work with the bold, the ambitious, and the badasses of the world. Empowering Finance helped her finally chase her own rainbow—the goal of using her authenticity, financial knowledge, and a dash of glitter to connect with people and enable them to pursue their own passions and goals. Corey was the recipient of Investment News’ 40 Under 40 Award in 2022 and worked with clients nationwide, either on an hourly or flat-fee model. When she is not working with her amazing clients, she loves traveling, is obsessed with crystals, and always looking to try a new pop-up restaurant in sunny Portland, OR, where she currently resides. Learn more at empoweringfinance.com.