Financial planning is something our guest for this week's episode, Rita Cheng, believes that everyone should get involved with, regardless of race or gender so that everyone can have the ability to achieve financial wellness and financial resilience.
Join me and Rita, certified financial planner and founder of Blue Ocean Global Wealth, as we discuss diversity in the financial planning industry. Being that of a mixed race background, Rita knows firsthand what it was like to stand out in this industry. Her goal is to diversify this industry and she wants you to be a part of it.
Whether you’re a person of color or not, make sure to check out this week’s episode to gather some new insights about how the landscape of the financial industry is changing.
Highlights
>> Rita’s background
>> Why Rita is passionate about diversity and financial planning
>> Changes that in the financial industry that excites Rita
>> Profession versus industry
>> Rita’s opinion on financial advisors starting their own firms
>> Rita’s motivation
>> How Rita’s family supports her on her journey
>> Rita’s advice for you
Connect with Rita
>> Website (https://bit.ly/2Y3cTRR)
>> Twitter (https://bit.ly/3zKFU1q)
>> LinkedIn (https://bit.ly/3EVzmRx)
If you loved this episode, you have to listen to these episodes as well:
>> Investing in Women with Patience Marime (https://apple.co/39GF3o8)
>> Empowering Women to be in Finance with Shana Sissel (https://apple.co/3zEtR65)
>> Women's Month Celebration 2021 (https://apple.co/3zI2fNh)
I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( )SHARE THIS