A person’s wealth can no longer be built on work wages alone; making your money work for you has become essential in today’s economy. One must enlist the help of a professional financial planner to become knowledgeable in investing and money management, . Financial planners are professionals who make plans in retirement, investment, insurance, tax, estate plans, cash flow and financial risk management as well as business succession planning. A good financial planner can help guide you to financial wealth in the maze of various financial products.
Today’s guest, Marguerita Cheng, is a financial planner who works as the Chief Executive Officer at Blue Ocean Global Wealth for years. She has decades of experience in financial planning which she accumulated from working as an employee at various companies to being one of the co-founders of a young but vibrant company–Blue Ocean Global Wealth.
On this 101th episode of the Top Career 100 interview series, let’s join Felicia Gopaul, president and founder of the College Funding Resource who’s also a certified financial planner (CFP), as she interviews Marguerita to discuss relevant information about the career of a financial planner, including:
- Marguerita’s personal journey in becoming a Certified Financial Planner
- Major financial planning issues that a CFP solves in assisting their clients
- How a CFP addresses many peoples’ financial problems
- The importance of financial planning and literacy for both the rich and the people with average income
- Why becoming a financial planner is a good career choice
- An overall view of how financial planning works
- Her advice for those who are considering a career in financial planning
To know more about Cheng, you may visit their website at www.blueoceanglobalwealth.com.
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