PORTFOLIO
Throughout the years of my career, I am honored to have been able to share my knowledge and experiences across so many different platforms.
From podcasts and blogs, to speaking opportunities, to awards and scholarships, browse my featured portfolio below.
PODCASTS
The Financial Commute
“Aging in Place: A Guide to Growing Old At Home”
Couchside Conversations
“Smart Tips for Effective Cash Management”
How to Talk to Mami & Papi About Anything
“Mom Is Pressuring Her to Buy a House”
How She Got Her Start
“How She Got Her Start with Jerri Hemsworth featuring Thao Truong”
Margaritas with Marguerita
“Ep84: Thao Truong, CFP® tells us about ‘Herself by Morton’ financial ed resources that you can use!”
ARTICLES AND GUEST BLOGS
Tax-Smart Financial Planning for New Parents
Blog Post on Echelon Business Development
4 Things Every Woman Should Know When Buying A Home
Blog Post on Morton Wealth
I was raised to believe I should be generous at all costs, but I want to meet my own needs too
Featured in Article on Business Insider
Thriving Beyond the Grind: Unleash Your Potential With Time Off
Blog Post on Morton Wealth
The end of the end? Most Americans only 'partially' retire, study shows
Article on Financial Planning
5 Hidden Costs to Know Before You Buy a Home
Blog Post on Morton Wealth
401(k) Day Is Coming Up. Do You Know Where Your Nest Egg Is?
Featured in Article on NerdWallet
A Fresh Perspective on Finance: The Modearn Way to Wealth
Blog Post on Morton Wealth
Money Scripts: Recognizing Your Relationship With Money
Blog Post on Morton Wealth
INDUSTRY SPEAKING ENGAGEMENTS
CFP Board’s 2022 Diversity Summit
CFP Pro Talks
Future Proof 2024
Charles Schwab Women & Allies Fireside Chat & Breakfast
AWARDS & Scholarships
40 Under 40
Featured on Investment News list of “40 Under 40”
Young Advisor To Watch
Featured on Financial Advisors Magazine list of “Younger Advisors to Watch in 2023”
Advisors to Watch in 2024
Featured on SME Business Review’s list of “20 Advisors to Watch in 2024”
Diversity and Inclusion Scholarship Recipient
Issued by Financial Planning Association (FPA) October 2019. This scholarship is awarded to financial services students and professionals who demonstrate and act upon an intense desire to promote diversity in the financial planning profession.
Diversity Scholarship Recipient
Issued September 2019 by The National Association of Personal Financial Advisors (NAPFA)
FEATURED ON
