Marguerita Cheng is featured in The Brief!
April 2022: Check out this month’s issue of The Brief, featuring a Q&A with Marguerita Cheng, CFP® Pro.
They asked: WHAT DO YOU LOVE MOST ABOUT YOUR PROFESSION?
Rita said: I love the meaningful relationships. Financial planning transforms lives—we are helping individuals and families protect, grow, manage and transfer wealth. It is so fulfilling to know the positive impact we have on our clients’ lives.
They asked: WHAT DO YOU WISH CONSUMERS WOULD DO WHEN IT COMES TO THEIR FINANCES?
Rita said: The best time to plan is now. Financial planning is for everyone.
They asked: WHAT’S THE BEST ADVICE YOU’VE EVER RECEIVED?
Rita said: I love reading and I think this quote from Adam Grant is so timely and relevant: “It takes curiosity to learn. It takes courage to unlearn. Learning requires the humility to admit what you don’t know today. Unlearning requires the integrity to admit that you were wrong yesterday. Learning is how you evolve. Unlearning is how you keep up as the world evolves.”
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