“So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi), that's our next guest’s mantra.
Marguerita ‘Rita’ Cheng, is the chief executive officer of the financial advisory firm, Blue Ocean Global Wealth. Rita and her team help people meet their life goals through the proper management of their financial resources. This week she joins Gloria as our guest.
She is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor, and a Retirement Income Certified Professional. Rita is not a psychologist, however, her passion drives her to help others navigate through some of life’s most difficult issues, like divorce, death, career changes, or caring for aging relatives. Her support provides her clients with the confidence necessary to help them regain control of their finances. Her proudest moments are the ones when she is able to use her abilities to make a difference in people’s lives, by helping them to prepare financially for when times get tough. Clients are left with clarity, empowerment, and a sense of security.
On today’s podcast Rita and Gloria, discuss the importance of creating a financial plan, the importance of building a brand, how decisions from the past impact your future, why networking will help you make it, and how taking the time to look at yourself and your surroundings will improve your personal life.
Marguerita is a regular columnist for Investopedia and Kiplinger, and a past spokesperson for the AARP Financial Freedom Campaign. She serves as a Women’s Initiative (WIN) Advocate and a member of the Diversity Advisory Group (DAG) for the CFP Board. She graduated with a Bachelor’s degree in finance, literature, and East Asian Language from the University of Maryland, College Park. She's a recipient of the prestigious Japanese Monbukagakusho Scholarship.
Throughout her exemplary career she has earned several accolades. In 2019, she was named the #5 Most Influential Financial Advisor in the Investopedia Top 100 and one of Maryland’s Top 100 Women. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews.
Rita also volunteers her time as a SoleMate for Girls on the Run, a charity dedicated to help young girls' confidence through running and by raising money for participants to win scholarships.
You can reach Rita by visiting her website https://www.blueoceanglobalwealth.com/