5.7 Meeting life goals through proper management of financial resources with Marguerita Cheng episode artwork

EPISODE · Feb 12, 2021 · 24 MIN

5.7 Meeting life goals through proper management of financial resources with Marguerita Cheng

from Women With Vision · host Tam Luc

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.

Episode metadata supplied by the publisher feed · Published Feb 12, 2021

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5.7 Meeting life goals through proper management of financial resources with Marguerita Cheng

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