1-877-895-0506 Email Us Tell-A-Friend

101 C100 Marguerita Cheng – Financial Planner

Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.

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 Marguerita_ChengGlobal 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.

————————————-

iTunes Ratings & Reviews: Please go to my iTunes Listing to rate and review the Career 100 Podcast channel. To know more about our past episodes on Top Career 100 and College Expert Talk, you can listen to them for free by clicking the links.

To know more about our past episodes on Top Career 100 and College Expert Talk, you can listen to them for free by clicking the links. Contact us about our consulting/coaching options. Our Podcast Sponsor We are proud to introduce our sponsor – CandidCareers.com. On CandidCareers.com you can watch 1000s of career video interviews with real practitioners giving their take on their career. Visit CandidCareers.com to get a subscription.

Be Sociable, Share!

Leave a Reply

CommentLuv badge