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Wealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® Pro
Wealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. 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.Click here to listen to the podcast!
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Wealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. 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.Click here to listen to the podcast!