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.
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 discuss their financial situations openly.
- Early planning to secure financial futures for clients of all ages.
- Working with multi-generational families toward a life plan.
Learn more: WealthManagement EDGE Podcast