This is the first episode of Money Matters. I want to tell you about myself, this podcast and what you can expect from us. 

First, a little bit about me. 

I’m a Certified Financial Planner (CFP(R) pro) and investment adviser. I designed my firm — Blue Ocean Global Wealth — to take a more personal approach to financial planning & investment management. My goal is to always put you, as a person, first.  I am passionate about education, it’s the foundation of everything I do from working with individuals and families on a financial plan to helping business owners design a retirement plan.

And education is really the foundation of this podcast. To be more specific, I want to use education to do three things:

Help listeners understand the world of financial services and the financial advice profession, so they know who to call for help, what to listen to, who to trust.

Help listeners start to process their own relationship with money. This informs  my 1:1 client meetings and it’s important to have a broader conversation!

Help listeners make better choices when it comes to money matters. That’s ultimately what it’s all about, right?!

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. The chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.

Rita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor®, Retirement Income Certified Professional®., and a Chartered  SRI™  Counselor (CSRIC®). She is a member of the CNBC Financial Advisor Council. She is a regular columnist for Kiplinger & US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves of the Board of Directors for CFP Board. In 2022, she was named the #4 Most Influential Financial Advisor in the Investopedia Top 100. She was named a “Woman to Watch” by Investment News in 2017.

To learn more, visit:
https://www.linkedin.com/in/margueritacheng/

Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng/