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Putting the Person in Front of the Numbers with Marcel V. Quiroga | Financial Planner Search
In this episode of Financial Planner Search, Marcel V. Quiroga, founder of TQM Wealth Partners, discusses adding a human element to financial planning and acting as her clients' personal CFO. TQM stands for Total Quality Management a business philosophy of quality at every level but, as Marcel explains, it also echoes "te quiero mucho" ("I love you very much"), reflecting her belief that the best results come from putting your heart into the work.Marcel shares who typically comes to her people who have come into money through a business sale, stock options and RSUs, a divorce, or the loss of…
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