Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She’s the spokesperson for the AARP Financial Freedom Campaign and has a long list of credentials that make her an expert in the financial planning world.
Besides that, she has been lucky enough to gain some financial wisdom at a young age from her father and is the model example of women taking control of their financial literacy.
Lynn and Rita take an in-depth look at the differences between men and women in the financial planning industry, and the strengths that women bring to the table. They also dive into discussing finances with your children to set them up for financial success and cover topics such as:
Listen in to learn about how women are making themselves known in the financial world, and how we can teach our future generations to do the same!