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Podcast: Women With Vision
Episode: 5.7 Meeting life goals through proper management of financial resources with Marguerita Cheng
Description: 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 AAR...