March 2023: Episode 6 of Money Mountaineering with Peter Neuwirth features Marguerita Cheng, CFP® Pro

Listen to the podcast on Inkandescent Radio Check out Marguerita's latest book, "Diary of a CFP® Pro"

March 2023: Pete asks Marguerita's about her newest book, "Diary of CFP Pro," — a follow-up to "Wealth Management Rules,"

A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth?

Meet our guest: Marguerita Cheng, CFP® Pro

Today’s topic: The journey to becoming a financial planner — Diary of a CFP® Pro

Petes asks Marguerita:

  • Why did you become interested in retirement income planning?
  • Tell us about your new book, Diary of CFP Pro:
  • This is your second book, the first being Wealth Management Rules: 
  • These books seem to culminate everything you’ve learned in your career. Tell us how you got into the business of being a CFP.
  • How do you do business differently than other financial planners?
  • You are a big supporter of women and minorities and do a lot to help others succeed in the financial planning businesses. You were recently appointed to be a member of the CFP Board. Tell us about your work for that organization and why you are inspired to help others.
  • You are closing in on 100 episodes of your podcast show, Margaritas with Marguerita, and have interviewed many interesting guests. What is your biggest takeaway from hosting that show?
  • What are your plans for the future?

About Marguerita Cheng: Rita is the founder and Chief Executive Officer of Blue Ocean Global Wealth.  She has also been a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Previously, she was a Financial Advisor at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan.

Her certifications include: CFP® professional, Chartered Retirement Planning CounselorSM, Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to developing examination questions for the CFP® Certification Examination.

Rita volunteers for several organizations including: CFP Board Disciplinary and Ethics Commission (DEC) hearings; she has also served on the Financial Planning Association (FPA) National Board of Directors from 2013-2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).

Her awards include: Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).

Click here to learn more about Blue Ocean Global Wealth and email Marguerita today!

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