Congratulations to Marguerita Cheng: 2024 Financial Planner of the Year, Financial Planning Association

January 2024: Financial Planning Association — “It is remarkable to be named the Financial Planner of the Year by the Financial Planning Association,” says Marguerita Cheng, CFP® Pro, who was notified about the honor by Sam Boyd, CFP®, 2024 President of FPA NCA.

“Our Outstanding Membership Awards have been presented to our Outstanding Chapter members since 2001,” Sam explains. “The criteria for the Leadership Awards were developed in 2003 and refined by subsequent committees. For 20 years, these Awards have been presented to the individuals who have been nominated by the members and selected by the Award Committee. In 2020, we added a new Award called the Emerging Leaders Award to recognize new planners for their valuable contributions to our chapter and in 2022 we added a new Award called the Peggy Nelson Service Award.”

Click here to learn more about the organization: financialplanningassociation.org

Books

May 2023: In honor of Asian American and Pacific Islander Heritage Month (AANHPI), I am thrilled to be part of this book featuring the stories of 20 Asian women. It's the third installment of the Women Who BossUp series, which profiles women who have broken the mold to achieve, overcome difficulties or inspire change through relentless endeavor. Check it out!

Webinars

Advisor Perspectives — Marguerita Cheng, CFP® Pro will be teaching a continuing education-eligible ethics training is now available free of charge to Advisor Perspectives Premium members on Monday, Oct. 17, 1 pm Eastern. Click here to sign up!