Podcasts about blue ocean global wealth

Send us a textOn this episode of The Get Ready Money Podcast, I was joined by Elliott Appel, Founder of Kindness Financial Planning; Faith Teope, multimedia journalist and CEO of Leverage Retirement; Laura Adams, author and host of the Money Girl Podcast and Marguerita Cheng, CEO of Blue Ocean Global Wealth. We discussed putting the personal back into personal finance. Here are some take-aways: Every woman needs to take an active role with her money.Think about goals first, what do you want?Be intentional and talk with your loved ones about money.Get curious, ask what am I missing?Figure out what is important to you and prioritize it, it probably costs less money than you think. (Elliott Appel)Create a life with your money, using it as a tool that brings you joy. (Laura Adams)You don't need to wait till tomorrow to enjoy your passions and priorities. (Marguerita Cheng)Take the time to really visualize how you want to live your life and then hold on to it. (Faith Teope)Elliott Appel is a fee-only, fiduciary financial planner and the founder of Kindness Financial Planning, LLC, which focuses on helping widows and caregivers gain control of their financial life. In addition to writing regularly about financial planning strategies, aging, and caregiving, Elliott co-hosts a podcast called ME and Money. Elliott enjoys playing tennis, hiking, biking, photography, and cooking. He currently lives in Madison, Wisconsin to support his wife's career in medicine, but calls the Pacific Northwest home.Faith Teope is a multimedia journalist, children's financial literacy author, and CEO of Leverage Retirement, a 40+ year-old TPA/Recordkeeper firm. She is known for being the host of the weekly podcast, Pull to Refresh: Where 401k experts get curious. Teope is the editor of The Naked Professional LinkedIn Newsletter and a contributor to Safe in Harm's Way as a financial abuse advocate. Her new show, SAVVY, explores the systemic gaps in financial literacy and is scheduled to air in the fall of 2023. Teope's debut title is The Monster Job. Laura Adams is an award-winning author, speaker, host of Money Girl podcast (43 million downloads), and founder of The Money Stack. She was named one of Empower's "Top 50 Women in Personal Finance" and is a Forbes Advisory Board Member. As a frequent source for the national media, millions of viewers and readers benefit from her practical financial advice. Laura's mission is to empower consumers to make smart money decisions through her speaking, spokesperson, and advocacy work. She received an MBA from the University of Florida and lives in Vero Beach, Florida.Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life's most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

New book alert! In this episode, Adam Torres interviews Marguerita Cheng, CEO at Blue Ocean Global Wealth, explore Blue Ocean Global Wealth and Marguerita's new book, Mission Matters: Mission-Based Leaders Share Inspiring Stories on Power and Purpose (Women Leaders Edition, Volume 1).  Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian.  A keen runner, she was co-founder of 261 Fearless Incl, a global non-profit organization that uses running as a vehicle to empower and unit women, as well as Girls on the Run, where she is a Soulmate. She is a podcast host – of Margaritas with Marguerita, where she shares financial literacy and financial planning advice. This is the second of two dynamic podcasts in this series featuring leading female voices in financial planning today – the other is Cary Carbonaro https://www.fiftyfaceshub.com/266-cary-carbonaro-wealth-planner-and-advocate-preparing-for-the-future-of-women-in-wealth-management/ In this rich conversation we start with discussing Marguerita's calling as a financial planner – the fact that she didn't seem to be a natural fit to some, but how her quiet energy, warmth and commitment to connecting people proved to be the secret sauce in building a successful practice. We move then to cover some shifts in the world of financial planning – how women are making their mark and how certain transformations are taking place – such as around tailoring, life coaching and generally adapting the practice to reflect life's needs. This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clients' capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the world's largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more.PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.

As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path. We start with asking about the arc of the investment world, then look to the evolution of private wealth and what matters, we talk about the development of institutional portfolios and how our work is changing, even though certain areas remain overlooked. Guest descriptions: Keri Findley, who is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance.  She was previously a partner at Third Point. Tony Dote, who just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years. He started his career in insurance and then investment consulting. Jai Jacob, who recently ended a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM.  Penny Green who is finally retiring from the investment industry at the end of the month following an over 30-year career.   Jennifer Devine, who is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. Kristina Blaschek, who is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre. Jessica Karr, who is the founder and managing director of Coyote Ventures, an investment firm that focuses on backing founders who are solving problems that disproportionately affect overlooked populations with a foundation in women's health.  Ghiané Jones, who is Deputy CIO at the Teachers' Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managping Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and Northern Trust, and as a Regional Consultant at Goldman Sachs. Marguerita Cheng, is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian. A keen runner, she was co-founder of 261 Fearless Incl, a global non-profit organization that uses running as a vehicle to empower and unit women, as well as Girls on the Run, where she is a Soulmate. She is a podcast host – of Margaritas with Rita, where she shares financial literacy and financial planning advice. Cary Carbonaro, who is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia. 

New book alert! In this episode,  Adam Torres and Marguerita Cheng, CEO at Blue Ocean Global Wealth, explore the new book Marguerita will be launching with Woman Connect4Good and Mission Matters. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

New book alert! In this episode,  Adam Torres and Marguerita Cheng, CEO at Blue Ocean Global Wealth, explore the new book Marguerita will be launching with Woman Connect4Good and Mission Matters. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

This week on The Exit: Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth, a financial planning and wealth management company, discusses the importance of not going on the financial journey alone. She's worked with individuals of various backgrounds including business owners of recently exited businesses who are trying to understand the best way to manage newly acquired wealth. As a mother and a business owner herself, she is particularly motivated to help other women entrepreneurs, especially when it comes to gaining access to capital for business building and growth. Perhaps most importantly, she emphasizes that financial success does not need to come at the expense of self-care and that you can (and should) have both. Sometimes it just takes a little bit of guidance to get there. For more details and insights from her entrepreneurial journey, listen to the latest episode of The Exit. Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to founding Blue Ocean Global Wealth, Marguerita was a financial advisor at Ameriprise Financial and an analyst/editor at Towa Securities in Tokyo, Japan. She is a Certified Financial Planner® (CFP), a Chartered Retirement Planning Counselor® (CRPC), a Retirement Income Certified Professional® (RICP) and a Chartered SRI Counselor (CSRIC®). 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. 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).” LinkedIn: https://www.linkedin.com/in/margueritacheng/ Website: https://margueritacheng.com/ For a Free Flippa Business Valuation: https://flippa.com/exit -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

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. Click here to listen to the podcast now!  Learn more: WealthManagement EDGE Podcast

On the latest episode of The Tony Steuer Podcast, I spoke with Marguerita (Rita) Cheng, CFP, RICP;  Chief Executive Officer at Blue Ocean Global Wealth about the importance of always placing your client's interests above all else. In this episode we discussed:The importance of using money wiselyWhy we need to understand values and priorities.How our financial lives are dynamic, just like our lives.Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life's most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.

Ken Greene interviews Marguerita Cheng (Rita), CEO of Blue Ocean Global Wealth and charity marathon runner. Rita shares her multicultural background and passion for ethical financial planning. Her company focuses on education and providing competent, ethical advice to clients, regardless of their net worth. Rita regularly contributes to Kiplinger and US News and World Report and has been a spokesperson for the ARP Financial Freedom campaign. She connects her global experiences with her work in finance, adopting a unique and well-rounded approach. Rita also discusses her enjoyment of running marathons for charity causes like Afghan Aid and Girls on the Run, showcasing her dedication to helping others. Who's the Guest? Rita is the founder and Chief Executive Officer of Blue Ocean Global Wealth.  She has also been a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Previously, she was a Financial Advisor at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance Contact with Marguerita Cheng https://margueritacheng.com/about-marguerita/  Book a meeting with Ken If you liked what you've heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights Rita discusses the importance of providing financial advice to people regardless of their portfolio size. Rita shares her experience as a member of CNBC's Financial Advisory Council and working with the media. Rita talks about her writing journey and the importance of making personal finance personal. Rita shares her professional journey from working at a large firm to founding Blue Ocean Global Wealth. Discussing the services offered by Blue Ocean Global Wealth and how they cater to various clients' needs. Rita speaks about her personal background, growing up in a multicultural family, and the impact of her early experiences on her communication skills. The reason behind Rita's family's move to the Netherlands and her experiences studying there. Rita's experience living and studying in Japan on multiple occasions. Discussing memories and experiences in Baltimore and Annapolis. Confirmation of the firm's headquarters in the DC area. The running culture in DC and New York and its significance. Rita talks about her experience running marathons for charity, including Afghan Aid. Running as a moving meditation and way to recharge for introverts like Rita.   Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS

The retirement planning work of Marguerita (Rita) Cheng, CFP®, CEO at Blue Ocean Global Wealth, is inspired by lessons from her parents. With a large age gap between them, Rita's mother was only 46 when her father retired at age 60, and her sister was still in high school. That presented a different set of needs than a traditional position where kids are grown and gone and the retiring couple is in the same age bracket. Seeing them navigate these circumstances convinced Rita that the more options people have, the better. You can find show notes and other information at CarsonGroup.com/Framework. Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their investment professional prior to making an investment decision.This podcast is brought to you by Carson Group and PIMCO, who are unaffiliated entities. This material contains the opinions of the speakers and not necessarily of Carson Group or PIMCO and such opinions are subject to change without notice. This podcast may include discussions of investment strategies. These discussions are for illustrative purposes only and may not be appropriate for all investors. The discussions are not based on any particularized financial situation, or need, and are not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other strategy, product or service. Individuals should consult with their own financial advisors to determine the most appropriate allocations for their financial situation, including their investment objectives, time frame, risk tolerance, savings and other investments. Pimco does not provide legal or tax advice.  Further, this seminar is not intended to provide specific legal, tax, or other professional advice in this podcast. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness.  Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement.           

How do you create lasting and encouraging connections? What easy and effective steps help you build your network? Marguerita Cheng is the CEO of financial advisory firm, Blue Ocean Global Wealth. As a Certified Financial Planner® she helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Rita is a regular columnist for MarketWatch was recently awarded the 2021 Women in ETFs Service Award. Kristine Delano and Rita discuss how following your passion, being willing to say “yes”, and leveraging social media can all conspire to bring impactful connections into your life. What is the most important thing as you walk into a room of people you don't know? Rita shares her successful insights. Follow on Instagram kristine.delano.writer to join the conversation. Visit www.womeninetfs.com to find additional support in the ETF industry. Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Marguerita (Rita) Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life's most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances.   Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign.   Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.   To contact Rita, visit: https://margueritacheng.com Welcome to Profiles in Success and thank you for listening!   For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/  

Here at the minority money podcast, I really wanted to highlight that we minorities have a place in the financial planning landscape, and Rita Cheng, my guest for today, believes deeply in this as well. No matter your ethnicity or gender, she believes that we are all capable of achieving financial wellness and resilience. Join me and Rita, certified financial planner and founder of Blue Ocean Global Wealth, as we discuss diversity in the financial planning industry, and what we can do to encourage it. Being that of mixed-race background, Rita knows firsthand what it's like to stand out in this industry as both a woman, a mother, and a minority. Her goal is to grow the financial planning industry into an inclusive one that welcomes new and diverse people. I hope you enjoyed this last installment of my Financial Planning series! If you're a person interested in inspiring these kinds of changes to our society, please make sure to check out this week's episode and gain some new insights about how we can inspire change. Highlights >> Rita's background  >> Why Rita is passionate about diversity and financial planning  >> Changes that in the financial industry that excites Rita >> Profession versus industry  >> Rita's opinion on financial advisors starting their own firms  >> Rita's motivation    >> How Rita's family supports her on her journey  >> Rita's advice for you  Connect with Rita >> Website (https://bit.ly/2Y3cTRR) >> Twitter (https://bit.ly/3zKFU1q) >> LinkedIn (https://bit.ly/3EVzmRx) If you loved this episode, you have to listen to these episodes as well:  >> Investing in Women with Patience Marime (https://apple.co/39GF3o8) >> Empowering Women to be in Finance with Shana Sissel (https://apple.co/3zEtR65) >> Women's Month Celebration 2021 (https://apple.co/3zI2fNh)  I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( )SHARE THIS

Advocate for Yourself and Thrive in Business Encore Episode Here is Carla's staff pick! She is a member of my social media team that helps me stay on top of my social media marketing. When she is not helping me out, Carla likes to go camping, bike riding, and kayaking. Her favorite Breaking Money Silence® podcast episode was my interview with Marguerita Cheng on how to “Advocate for Yourself and Thrive in Business.“  “I found Marguerita to be such an inspiration! I think her journey encourages women to ask for help when they need it and to learn from others. And it's okay to be different and own who you are.”  Here are the original show notes and description. I hope you enjoy this encore episode as much as I enjoyed recording it. Happy Listening! kbk Early on Marguerita M. Cheng (Rita), an award-winning certified financial planner and CEO of Blue Ocean Global Wealth had to advocate for herself in a high-pressure, predominately white male industry. Rita shares her story and offers tips for how to embrace and celebrate your differences, overcome adversity, and get the support you deserve in reaching your goals. Also learn about Rita's contribution to a new book, Asian Women Who BossUp: 18 Asian Women that Broke the Mold. Show Notes: Meet Marguerita Cheng Blue Ocean Global Wealth Management website Asian Women Who BossUp Breaking Money Silence Learning Lab Special Offer: Get a FREE Risk Assessment here. .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amaz...

Confused about whether you need a financial advisor and the different types? Laura interviews Rita Cheng, CFP, from Blue Ocean Global Wealth and Finder.com about who should work with an advisor, how to find someone trustworthy, what fees are charged, and the differences between robo-advisors and financial advisors. Read the transcript. Check out all the Quick and Dirty Tips shows. Subscribe to the newsletter to get more personal finance tips. Join the conversation on Facebook and Twitter. Links: https://www.quickanddirtytips.com/ https://www.quickanddirtytips.com/podcasts https://www.quickanddirtytips.com/subscribe https://www.facebook.com/MoneyGirlQDT https://twitter.com/LauraAdams

“So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi), that's our next guest's mantra. Marguerita ‘Rita' Cheng, is the chief executive officer of the financial advisory firm, Blue Ocean Global Wealth. Rita and her team help people meet their life goals through the proper management of their financial resources. This week she joins Gloria as our guest. She is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor, and a Retirement Income Certified Professional. Rita is not a psychologist, however, her passion drives her to help others navigate through some of life's most difficult issues, like divorce, death, career changes, or caring for aging relatives. Her support provides her clients with the confidence necessary to help them regain control of their finances. Her proudest moments are the ones when she is able to use her abilities to make a difference in people's lives, by helping them to prepare financially for when times get tough. Clients are left with clarity, empowerment, and a sense of security. On today's podcast Rita and Gloria, discuss the importance of creating a financial plan, the importance of building a brand, how decisions from the past impact your future, why networking will help you make it, and how taking the time to look at yourself and your surroundings will improve your personal life. Marguerita is a regular columnist for Investopedia and Kiplinger, and a past spokesperson for the AARP Financial Freedom Campaign. She serves as a Women's Initiative (WIN) Advocate and a member of the Diversity Advisory Group (DAG) for the CFP Board. She graduated with a Bachelor's degree in finance, literature, and East Asian Language from the University of Maryland, College Park. She's a recipient of the prestigious Japanese Monbukagakusho Scholarship. Throughout her exemplary career she has earned several accolades. In 2019, she was named the #5 Most Influential Financial Advisor in the Investopedia Top 100 and one of Maryland's Top 100 Women. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews. Rita also volunteers her time as a SoleMate for Girls on the Run, a charity dedicated to help young girls' confidence through running and by raising money for participants to win scholarships. You can reach Rita by visiting her website https://www.blueoceanglobalwealth.com/

Advocate for Yourself and Thrive in Business Episode 126 Early on Marguerita M. Cheng (Rita), an award-wining certified financial planner and CEO of Blue Ocean Global Wealth had to advocate for herself in a high-pressure, predominately white male industry. Rita shares her story and offers tips for how to embrace and celebrate your differences, overcome adversity, and get the support you deserve in reaching your goals. Also learn about Rita’s contribution to a new book, Asian Women Who BossUp: 18 Asian Women that Broke the Mold. Show Notes: Meet Marguerita Cheng Blue Ocean Global Wealth Management website Asian Women Who BossUp Breaking Money Silence Learning Lab Special Offer: Get a FREE Risk Assessment here. .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com Recent Posts Advocate for Yourself and Thrive in Business | Episode 126 Women as Next Gen Family Business Leaders | Episode 125 Is it Too Late for a Career Change? | Episode 124 How to Do Good as a Social Impact Entrepreneur | Episode 123 Sell from Love: Step Into the Courage Zone | Episode 122 Can’t Afford an Advisor? Try Pocketnest.com | Episode 121

In 2019, Investopedia named Marguerita Cheng the #5 Most Influential Financial Advisor, and that only scratches the surface of her accomplishments. Marguerita — more commonly known as Rita — is a CFP® professional and CEO of the financial advisory firm Blue Ocean Global Wealth. Among many other things, she is a regular columnist for Investopedia and Kiplinger, a 2017 InvestmentNews Woman to Watch, and a member of the Diversity Advisory Group (DAG) for the CFP Board. But most of all, Rita is passionate about helping people feel confident and in control of their finances, even in the face of life's toughest challenges. Rita's passion is what allows her to empathize so deeply with her clients and discover what kind of help they really need. Building trust with clients can seem daunting, but Rita has practical advice that can make you and your clients more comfortable. In our conversation, Rita and I talk about: Building trust to achieve loyalty Overcoming the fear of judgement Asking questions without prying too much Using your “why” to stay in the industry Both Rita and I are active on social media, and we would love to hear your biggest takeaways from the episode! Can't wait to hear from you! Connect with Marguerita Cheng: Website: https://www.blueoceanglobalwealth.com/  Website: https://margueritacheng.com/  LinkedIn: https://www.linkedin.com/in/margueritacheng/ Twitter: @BlueOceanGlobalWealth Connect with Robyn Crane: Website:   https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCrane Instagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices

Marguerita M. Cheng, CFP®, RICP® Chief Executive Officer Blue Ocean Global Wealth Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. 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. 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). 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). 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). mcheng@blueoceanglobalwealth.com blueoceanglobalwealth.com · Corporate Headquarters: 9841 Washingtonian Blvd., #200 Gaithersburg, MD 20878 301.502.5306 --- Send in a voice message: https://podcasters.spotify.com/pod/show/kwallerspeaks/message

When it comes to financial advice, there's no such thing as a one-size-fits-all offering. Rita Cheng, chief executive officer at Blue Ocean Global Wealth, knows this well, and shares here what it takes to meet clients wherever their needs are.

Marguerita (Rita) Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Investopedia and Kiplinger, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls. She is also a coach for 261Fearless, a global supportive social running network that empowers women to connect and take control of their lives through the freedom gained by running.

Two weeks ago, we talked about the macro economic challenges of supporting the "Sandwich Generation". This week we talk to Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, a practitioner who addresses these issues every day with her clients. She shares her approach to addressing these tough care issues with both parents and their children. You can visit her site at https://www.blueoceanglobalwealth.com/.

Today in the In the Suite guest chair we welcome Marguerita M. Cheng, CFP®, RICP® CEO of Blue Ocean Wealth, an investment advisory firm. Marguerita stepped into the position at Blue Ocean Wealth after serving as a financial advisor at Ameriprise Financial and as an analyst and editor at Towa Securities in Tokyo. In addition to her position as CEO, Marguerita is a mother of three, a passionate volunteer within her community, and a lifelong student. She’s received numerous designations while working, including a CFP, a Chartered Retirement Planning Counselor, a Retirement Income Certified Professional, and a Certified Divorce Financial Analyst.Recorded in the beginning days of the growing Coronavirus Global Pandemic, I had the chance to witness firsthand the sort of style, grace, and fearlessness Marguerita employs as a leader. In this episode we discussed how Marguerita is coaching clients in an unstable market; the way mentorship has positively impacted her career; and why she believes in tapping into potential over resume bullets.

In this episode, Alex and Terra speak with Marguerita Cheng, a certified financial planner who founded Blue Ocean Global Wealth in Rockville, Md. Marguerita is deeply passionate about forging real relationships with her clients that extend well beyond a portfolio. She has built a company based on inclusivity, compassion and authenticity. What you see is what you get! Alex and Terra wrapped up this conversation feeling empowered and inspired to do something good for ourselves and for our community. Not gonna lie, when we talked to Marguerita about all of the things she's doing, we began assessing how we're spending our own spare time because if a woman as busy as Marguerita with three children and her own successful business can run three marathons in three weeks for charity, we can find the time to do something more too. Let's get to it! Here is our interview with Marguerita Cheng! Music by Brittany Waltmire

In this episode, Luis talks to Marguerita Cheng, CFP®. Rita is the Chief Executive Officer at Blue Ocean Global Wealth based in Gaithersburg, MD. She is a regular columnist for Investopedia & Kiplinger and holds multiple designations, such as the Certified Financial Planner™ certification, Chartered Retirement Planning Counselor(sm), among others. Rita is also a Certified Financial Planner Board of Standards Ambassador, and she helps educate the public, policymakers, and the media about the benefits of competent, ethical financial planning and helps move the financial planning industry forward, via her writing, public speaking, and volunteer work with several organizations, including the Financial Planning Association. Rita is a recipient of several industry recognitions, including the #3 Most Influential Financial Advisor in the Investopedia Top 100 in 2017 and a Woman to Watch by InvestmentNews.   Notes: In this episode, you’ll learn tips regarding the following: Why we need to be more vigilant than ever about protecting our credit Some of the most common types of scams What you can do to protect yourself, your kids, and your parents Steps to take if you fall victim to identity theft Resources: https://www.blueoceanglobalwealth.com/ Twitter: @BLueOceanGW Facebook: @BlueOceanGlobalWealth LinkedIn:  https://www.linkedin.com/company/blue-ocean-global-wealth/   Experian Security Freeze: https://www.experian.com/freeze/center.html Equifax Security Freeze: https://www.equifax.com/personal/credit-report-services/ TransUnion Security Freeze: https://www.transunion.com/credit-freeze Free Annual Credit Report: https://www.annualcreditreport.com Opting Out of Unsolicited Credit Card Offers: https://www.optoutprescreen.com/

Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She’s the spokesperson for the AARP Financial Freedom Campaign and has a long list of credentials that make her an expert in the financial planning world. Besides that, she has been lucky enough to gain some financial wisdom at a young age from … Continue reading Episode 80: Marguerita Cheng explains how women belong in the financial world and sheds light on the 4 things we should teach our children to ensure their financial literacy →

Welcome to Episode 28 of our podcast, and with me today is Marguerita Cheng. Marguerita is the Chief Executive Officer at Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.  Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning and serves as a Women’s Initiative (WIN) Advocate and subject matter expert for the CFP Board. Welcome Marguerita, it’s great to have you on the show today. Now we could talk about a whole range of subjects relating to finance on which you have a vast range of experience, so I’d like to start with what are the top things to consider for our audience when deciding to secure their financial future. If you’d like to learn more about how Marguerita can assist you in securing your future financially,  you can do so by following these links: https://blueoceanglobalwealth.comhttps://www.linkedin.com/in/margueritacheng@BlueOceanGWhttps://www.facebook.com/pages/Blue-Ocean-Global-Wealth/511133418909091  

Marguerita (Rita) Cheng, CFP® Chief Executive Officer at Blue Ocean Global Wealth is interviewed in this episode. Blue Ocean Global Wealth is an investment advisory firm that strives to be a trusted partner and educational resource. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. To apply to become a featured co-author in one of Adam's upcoming books visit https://www.moneymatterstoptips.com/become-an-author --- Support this podcast: https://anchor.fm/moneymatters/support

On this show, we talked about the value of a thorough financial plan taking into consideration time, health, money and emotion with Rita Cheng, CFP and CEO of Blue Ocean Global Wealth. Listen to learn about how finding clarity can help you take action and move closer to peace of mind! For the Difference Making Tip, scan ahead to 17:22. You can learn more about Rita at BlueOceanGlobalWealth.com, Instagram, Facebook, Twitter and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

Sameer Somal is the Chief Financial Officer at Blue Ocean Global Technology and Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. His fiduciary responsibility at Ernst & Young and Advisor Compliance Associates include helping asset management and alternative investment companies adapt to Sarbanes-Oxley. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. Sameer serves on the Financial Planning Association (FPA) National Diversity Committee and the Board of Directors of the Philadelphia/Tri-State FPA. A senior financial services leader on industry roundtable and panel discussions, CFP Board’s Council on Education and is a Women’s Initiative (WIN) Advocate. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marguerita Cheng is the CEO at Blue Ocean Global Wealth. 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. 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). Marguerita shares how she was able to quit her job to find her calling to empower women gain confidence, clarity and control in their financial life.   Check out thetaoofselfconfidence.com for show notes of Marguerita's episode, Marguerita's website, resources, gifts and so much more.

Believe it or not, your financial planner’s track record isn’t as important as their financial philosophy. This is because your financial planner’s main job is to help you gain a sense of control over your financial future, not pick the next hot stocks. There are no quick tricks –financial planning is a process that takes time, especially if you just received an inheritance. Marguerita Cheng, CFP® and CEO of Blue Ocean Global Wealth, describes what it takes to be a successful financial planner… and a good financial planning client. She stresses the importance of sharing information with your financial professionals, and why it’s necessary to fully understand your current situation before you create a plan.  She explores why people tend to shy away from financial planning and how she encourages clients to change their thinking to be more positive. Listen to learn the questions investors should ask a new advisor. Will tax loss harvesting give you extra money? Doug offers a free checklist for investors who want to do some year-end housekeeping in their accounts. Tax loss harvesting may be a way to lower your taxes. Consult with a qualified tax professional before implementing anything on this list. Free Download: What to Do Before the End of the Year to Get Some Extra Money in Your Pocket Follow Marguerita Cheng on LinkedIn and Twitter, or on corporate website, Blue Ocean Global Wealth. To learn more about Roger Whitney and his 5-minute retirement plan, go to rogerwhitney.com/5minuteretirementmakeover. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.[podcast src="https://html5-player.libsyn.com/embed/episode/id/6013083/height/48/width/490/theme/standard/autonext/no/thumbnail/yes/autoplay/no/preload/no/no_addthis/no/direction/forward/" height="48" width="490" placement="bottom" theme="standard"

Though the world of finance continues to be dominated by men, today's guest argues that the strengths required for success in the field of financial advisory are competencies normally associated with women, specifically empathy and communication.  Rita Cheng is the CEO of Blue Ocean Global Wealth, an investment advisory firm that delivers comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. As a trusted partner and educational resource, Blue Ocean provides corporations and institutions with portfolio construction, investment due diligence, and risk management consulting. While studying Asian Language & Literature as well as Finance at the University of Maryland, College Park, Cheng was awarded the prestigious Monbukagakusho Scholarship which allowed her to study abroad at Keio University in Tokyo and eventually land a position with Towa Securities, where she leveraged her language and accounting skills to become both Analyst and Editor, translating Towa's newsletter from Japanese to English for overseas investors in the US and Europe. Cheng returned to the US to further her education and start a family, and she soon discovered the discipline of personal finance. She spent 14 years as a Financial Advisor for Ameriprise Financial Services before transitioning to her role at Blue Ocean. She is a CFP professional, a Chartered Retirement Planning Counselor, a Retirement Income Certified Professional, and a Certified Divorce Financial Analyst. Cheng is committed to educating the public about the benefits of ethical financial planning through her roles as a Certified Financial Planner Board of Standards Ambassador and Women's Initiative Advocate. Today she shares the secrets to getting your financial life in order, her take on why women have a different approach to investing, and the need for women in the growing financial industry.   Key Interview Takeaways “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health.” This A. J. Reb Materi quote is Cheng's matra, and in her role as a financial planner she seeks to have a positive impact on individuals, families and society. She is committed to helping each client achieve a reasonable amount of wealth and enabling them to enjoy that wealth in good health, with their community of friends, family and loved ones. Don't be intimidated or overwhelmed by the prospect of getting your financial life in order. Begin by determining your net worth, cashflow, and credit score, as well as exploring your priorities. The financial planner's office must be a judgement-free zone. Cheng sends new clients a questionnaire to facilitate an initial dialogue, but she makes it clear that there will be no shaming and doesn't charge for the first hour. Her goal is to make the first experience a positive one, even if the client decides not to work with her. While women and men both want to build wealth and reach their financial goals, women employ a different approach. Women tend to be more relational and risk-aware, thinking several steps ahead, thus the conversation a financial planner initiates with a female client should explore the impact each decision has on other aspects of her financial life. The financial industry is an excellent fit for women. Cheng initially thought of the business world as cold and cut-throat, but she learned that psychology and the ability to communicate with clients were the most important skills in financial advisory. “The need for empathy and the ability to connect with one another is never going away.”  Connect with Rita Cheng blueoceanglobalwealth.com Email mcheng@blueoceanglobalwealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Josh speaks with Rita Cheng, CEO of Blue Ocean Global Wealth.  They discuss the benefits of diversity, both in your staff and your customer base.

Sameer S. Somal, CFA, CFP® is a speaker, educator, and Chief Financial Officer with Blue Ocean Global Wealth and Blue Ocean Global Technology. On this episode, Sameer discusses the CFA designation, including the requirements, advantages, resources and career paths it opens up. Hear why Sameer believes there’s never been a greater opportunity to join the […]