Elevate Your Business! Marguerita Cheng Insights on Navigating Financial Challenges & Opps

Welcome to today's episode! We are thrilled to have Marguerita M. Cheng, affectionately known as Rita, join us. Rita is the CEO of Blue Ocean Global Wealth, where she brings her extensive experience as a Certified Financial Planner to help individuals navigate through life's financial challenges. With over two decades in the financial planning industry, Rita has been recognized for her profound impact on the field, including being ranked as one of the top financial advisors by Investopedia.

Rita's career is marked by her advocacy for ethical financial planning and her role in educating the public and policymakers about its benefits. She has served as a spokesperson for the AARP Financial Freedom Campaign and is a respected member of the CNBC Financial Advisor Council. Rita also contributes her insights to major publications like Kiplinger and US News & World Report.

Beyond her professional achievements, Rita is deeply committed to community service. She volunteers as a charity runner for Girls on the Run and supports financial literacy through various board memberships. Her personal interests include promoting diversity in the financial planning industry and mentoring the next generation of financial planners.

Join us as we dive into a conversation with Rita about her journey, the challenges she's overcome, and her advice for achieving financial well-being.