Summary: <br> Marguerita Cheng, Co-founder and CEO of Blue Ocean Global Wealth joins <a href="https://epodcastnetwork.com/category/exclusive-interviews/enterprise-radio/" target="_blank" rel="noopener">Enterprise Radio</a> to discuss how financial planning can benefit you.<br> Listen to host <a href="http://www.twitter.com/EricDye" target="_blank" rel="noopener">Eric Dye</a> & guest Marguerita Cheng discuss the following:<br> <br> * What is financial planning?<br> * How can financial planning benefit me?<br> * Where do I start? What should I know about my situation?<br> * How can I improve my financial well-being?<br> * What are the most important concepts?<br> <br> Marguerita M. Cheng is the Chief Executive Officer at <a href="https://www.blueoceanglobalwealth.com" target="_blank" rel="noopener">Blue Ocean Global Wealth</a>. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.<br> As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. Marguerita also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).<br> Rita is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).<br> Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).<br> <br> Website: <a href="https://www.blueoceanglobalwealth.com/" target="_blank" rel="noopener">www.blueoceanglobalwealth.com</a><br> Social Media Links:<br><br> Twitter: <a href="https://twitter.com/blueoceangw" target="_blank" rel="noopener">https://twitter.com/blueoceangw</a><br><br> Facebook: <a href="https://www.facebook.com/pg/BlueOceanGlobalWealth/about" target="_blank" rel="noopener">https://www.facebook.com/BlueOceanGlobalWealth</a><br> People also listened to this: <a href="https://epodcastnetwork.com/simplifying-a-real-estate-transaction-from-offer-to-close/" target="_blank" rel="noopener">Simplifying a Real Estate Transaction from Offer to Close</a><br>
