41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
She was also named a Top 10 Financial Advisor by Investopedia. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Learn more about Marguerita on LinkedIn. Peter Lazaroff. billion in client assets.
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