Margaritas with Marguerita Cheng, CFP® Pro

Learn about Zen Wealth Advisors on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro when you’ll meet our guest, personal finance expert Han Xue

Join us in 2023!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook. 

Meet our guest: Han Xue, a personal finance expert, CERTIFIED FINANCIAL PLANNER™ Professional, Military Financial Counselor, and founder of Zen Wealth Advisors

Today’s Topic: Finding your financial ZEN in life

Rita asks:

  • What is Zen mindfulness?
  • How can practicing mindfulness reduce financial stress?
  • What are ways to bring mindfulness to your money habits?

About our Guest: With a vast knowledge base, strong integrity, and years of experience in the wealth management industry, Han Xue is passionate about improving financial literacy levels in U.S middle-class families and teaching individuals how to make informed decisions regarding the use and management of their money—ultimately to achieve long term financial goals.

Han Xue holds a Master’s Degree in Personal Financial Planning from Texas Tech University and a Bachelor’s Degree in Personal Financial Planning from the University of Maryland Global Campus. Before joining the financial services industry, Han served in the U.S Army and worked at U.S Embassy in Rome, Italy.

In addition to helping guide clients in finding their own voice to what it means to live a Happier, Healthier, and Wealthier Life, in his spare time, Han enjoys traveling to different parts of the world and exploring foreign cultures and their history, landscapes, and food. Learn more here.

Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com

Your Host: Marguerita Cheng, CFP® is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success.

About Margaritas with Marguerita: Every Friday evening at 5pm EST, we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” the show is also part of a monthly webinar series you won’t want to miss. Learn more at MargueritaCheng.com and watch all of her interviews on MargueritaCheng.tv. 

Questions about your financial future? Send Rita an email.

Photo by Kate Hauschka

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