Wealth Management EDGE Podcast: Marguerita Cheng’s Journey

Listen to the podcast on Inkandescent Radio Wealth Management EDGE Podcast: Marguerita Cheng’s Journey Wealth Management EDGE Podcast — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. Don't miss this episode to learn all about it.

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.

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.

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