Smart Healthy Women: Marguerita Cheng and Investing with Heart
Estelle Williams, creator of Smart Health Women magazine, says: Welcome to Episode 28 of our podcast, and with me today is Marguerita Cheng. Marguerita is the Chief Executive Officer at Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.
Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning and serves as a Women’s Initiative (WIN) Advocate and subject matter expert for the CFP Board.
Welcome Marguerita, it’s great to have you on the show today. Now we could talk about a whole range of subjects relating to finance on which you have a vast range of experience, so I’d like to start with what are the top things to consider for our audience when deciding to secure their financial future.