Out & About: The Spotlight is on Marguerita Cheng, CFP® Pro
June 29, 2021, Out & About — On today’s edition of Out & About the spotlight is on Marguerita Cheng is the founder and chief executive officer of Blue Ocean Global Wealth.
The authors explain: Rita has been a financial planner for 22 years and has been a spokesperson for the AARP Financial Freedom Campaign. She believes the financial industry needs people from more diverse backgrounds, and to support that mission, she serves as a Women’s Initiative (WIN) advocate for the CFP Board. To hear more about Marguerita, watch the interview video with her here!