C-Suite Social Media: Going From Fearful to Fearless with Marguerita M. Cheng, CFP®

July 31, 2020: Today on Tina’s C-Suite Social Media — On a cold afternoon in early March, I headed five hours south to meet Marguerita M. Cheng, CFP®, RICP®, CEO of Blue Ocean Global Wealth, a registered investment advisor (RIA) firm to record this week’s episode of In the Suite. In the early days of a mounting global crisis, neither I nor the financial markets quite understood the Black Swan that Covid-19 would soon become. But even then, it was evident to me that Marguerita was the type of leader any firm would want at its helm. The type of person to handle the anxiety and volatility of a global pandemic with style, grace, and fearlessness.

Blue Ocean Global Wealth is an investment advisory firm that provides families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. Marguerita stepped into the position at Blue Ocean Wealth after serving as a financial advisor at Ameriprise Financial and as an analyst and editor at Towa Securities in Tokyo.

In addition to her position as CEO, Marguerita is a mother of three and a passionate volunteer within her community. In fact, she coached Girls On The Run for five seasons. Marguerita enthusiastically applies the same passion to her clients as she does the girls she volunteers with. Marguerita’s favorite quote, pinned on her Twitter page, is from Timothy Gallwey stating, “Coaching is unlocking a person’s potential to maximize their own performance. It is helping them to learn rather than teaching them.” For Marguerita, coaching is done both professionally and personally.

Marguerita’s belief in the power of unlocking potential radiated throughout our conversation. She shares that for women to have a positive, meaningful impact in financial services, they must hire for potential. Instead of focusing on what people have done, she guides us to focus on who they are; their qualities and skills. And further encourages us to acknowledge and communicate the potential you see in someone else. Very often individuals – particularly those underrepresented in their fields – do not hear this enough.

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