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Asian-American/Pacific Islanders Knowledge Circle: Marguerita's Journey to Becoming a Financial Planner

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Includes a Live Web Event on 10/20/2022 at 1:00 PM (MDT)

In this time- Rita will share how she joined the financial profession and her FPA leadership journey. You will learn strategies for finding your voice and creating your narrative.

Marguerita Cheng, CFP®, CRPC, RICP®, CSRIC®

CEO

Blue Ocean Wealth Group

Marguerita (Rita) Cheng helps educate the public, policy makers, 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 Kiplinger and MarketWatch, 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 which empowers women to connect and take control of their lives through the freedom gained by running.

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Asian-American/Pacific Islanders Knowledge Circle: Marguerita's Journey to Becoming a Financial Planner
10/20/2022 at 1:00 PM (MDT)   |  60 minutes
10/20/2022 at 1:00 PM (MDT)   |  60 minutes In this time- Rita will share how she joined the financial profession and her FPA leadership journey. You will learn strategies for finding your voice and creating your narrative.
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: 0.0 CFP CE credits and certificate available
Live Viewing: 0.0 CFP CE credits and certificate available