Money magazine names Marguerita Cheng, CFP® Pro, one of the nation’s best financial planners 2024

Money magazine, September 19, 2024 — At the FPA Annual Conference 2024, leaders announced the launch of the 2024 Best Financial Planners list, a collaboration between FPA and Money.

“This list recognizes 80 exceptional financial planners who have demonstrated expertise, trustworthiness, and outstanding service,” they share. “Money surveyed more than 1,000 financial planners to arrive at the 80 best, who all earned high marks for qualifications, trust, services and customer service.”

Click here to explore the list to see the honored CFP^®professional members of FPA and join us in celebrating their recognition.

Marguerita Cheng says: I am thrilled to be part of the list, and am so honored that that Money magazine has named me one of the nation’s best financial planners.

Click here to explore the entire list.

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!