A Note from Marguerita Cheng, CFP® Pro — We invite you to listen to today’s episode of my show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles.
Today’s guest: Vidal Peoples, Strategies for Wealth
Our topic: How this Black Financial Planner Helps Professionals of Color Tackle Unique Challenges to Reach Financial Freedom
Vidal explains: I am a proud torchbearer of Strategies for Wealth’s 84-year tradition of excellence in engaging individuals, families, and business owners towards living great financial lives and financial confidence. I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning, and succession planning.
I help my clients build and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification, and control of their financial affairs with confidence, stability, and restful nights.
I was born in Jamaica, Queens, and raised in Birmingham, Alabama. Since the age of two, I have traveled well, love cooking for my family and friends, and am a huge audiobook fan.
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Watch all of our episodes: MargueritaCheng.tv