Wealth Management EDGE Podcast: Marguerita Cheng’s Journey

#Lifestyle Wealth


Sponsored by 

ishares-podcast-logo.png

In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.

Specifically, Nabia and Marguerita discuss:

  • Building credibility before entering the financial planning profession.
  • The importance of authenticity and Inclusivity in creating judgment-free spaces for clients to openly discuss their financial situations.
  • Early planning to secure financial futures for clients of all ages. 
  • Working with multi-generational families toward a life plan.

Resources:

Connect With Mark Bruno: 

Connect With Nabia Jenkins-Johnston:

Connect With GUEST:

About Our Guest:

PropellerAds

Marguerita “Rita” M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. She is a Certified Financial Planner® (CFP), a Chartered Retirement Planning Counselor® (CRPC), a Retirement Income Certified Professional® (RICP) and a Chartered SRI Counselor (CSRIC®). An in-demand financial writer and speaker, Rita has contributed her expertise to numerous media outlets including Forbes, The Wall Street Journal, CNBC, Reuters, Kiplinger, Investopedia, Entrepreneur, Huffington Post, U.S. News and World Report, Time, Yahoo! Finance, NerdWallet, Financial Advisor, Be Inkandescent, and more. In 2021, she was named the #7 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC). Rita is also a recipient of the prestigious Japanese Monbukagakusho Scholarship.

As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Rita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA). Rita is also a past spokesperson for the AARP Financial Freedom Campaign.

https://www.wealthmanagement.com/wealthmanagement-edge/wealth-management-edge-podcast-marguerita-cheng-s-journey

To Find More Information, Go To Saubio Digital And Look Up Any Topic

Please follow and like us: Share This Post


Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.

So browse through a category and make your  preferred selection and come back here to read  more choice articles and get a few more helpful tips on ways to help your enhancement.



Detoxing Reviews

Best Body Detoxification Guides & reviews





Colon Cleanse Reviews

Best Colon Cleanse Guides & Reviews





Weight Loss Ebook Reviews

Weight loss products really work! Click here





Dating and Romance Ebook Reviews

Looking for Dating Guides? Click here





Free Traffic System - Increase Targeted Website Traffic with Free Unlimited One Way Links

As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”

Leave a Reply

Your email address will not be published. Required fields are marked *


Saubio's Promo Tools