Indigo: 41 Top Influencers for Financial Advisors in 2023
41 Top Influencers for Financial Advisors in 2023 — “What an honor it is to be on this list,” exclaims Marguerita Cheng, CFP® Pro, who is ranked #10 of 41 top influencers on this important list published by the Indigo Marketing Agency.
The decision-makers at Indigo explain: “As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. With so much going on, it can be challenging to keep track of everything. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023.”
#10: Marguerita Cheng — Marguerita Cheng is the co-founder and CEO of Blue Ocean Global Wealth. With over two decades of experience in the financial services industry, she is passionate about elevating women and individuals from underrepresented communities. In 2022, she was recognized for her efforts with the American College Women Working in Wealth Award. She was also named a Top 10 Financial Advisor by Investopedia. As a CFP® professional and CFP® Board Ambassador, Marguerita helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning.