Margaritas with Marguerita Cheng, CFP® Pro

April82022

Episode 54: Margaritas with Marguerita Cheng, CFP® Pro — Taynia Vakapuna is finding purpose

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Episode 54: Margaritas with Marguerita Cheng, CFP® Pro — Taynia Vakapuna is finding purpose
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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 each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook. 

Meet our guest: Taynia Vakapuna of Everspire

Today’s topic: Finding purpose as a financial planner in my heritage as a Pacific Islander

Rita asks Taynia: 

  • How has your heritage as a Pacific Islander woman influenced, if at all, your professional journey?
  • What are some of your cultural values and customs that have influenced your money script?
  • What are some of the challenges you have faced in the early stages of your career, and how have your cultural values helped you overcome them?

About our Guest: ​Taynia chose to work with Everspire after declining other offers for a number of reasons: primarily the company’s focus on family and absolute commitment to financial planning. She distinguished herself at the University of Utah, making the honor roll and eventually receiving a TD Ameritrade scholarship while pursuing coursework in the Consumer and Community Studies track. Her educational choices show her interest in putting the client first by helping them find intelligent and cost-effective financial solutions. In fact, Taynia graduated with all of the coursework completed to receive the CFP® certification. She brings technical knowledge as well, having sharpened her sword using the eMoney system. Taynia has proven herself in technical and analytical fields throughout her career, having worked in research facilities at the Huntsman Cancer Institute going back to 2011 and later in other lab settings. In her free time, she enjoys spending time with her extended family, camping, hiking, sports, being outdoors, and going on trips with her 3 wonderful children and her husband.

  • Favorite Book — The Alchemist
  • Favorite Movie — Gladiator
  • Bucket List — Own a farm and be as self-sufficient as possible in living off my land.
  • Favorite Destination — Anything in nature that is raw and as untouched as possible—particularly the mountains

Click here to learn more about Taynia Vakapuna.

Join us this and every Friday at 5 pm EST on Facebook Live: facebook.com/hopekatzgibbs

Watch all of our episodes: MargueritaCheng.tv

 

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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MEET THE INKANDESCENT® RADIO TEAM

Hope Katz Gibbs, Founder & Executive Producer, InkandescentRadio.com

Brandi Wilsker-Merritt, Director of Podcasting

Nelson Benavides, Director of Videography

Max KukoyInkandescent Website Developer

Michael GibbsInkandescent Art Director

 

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