Cover image of Marguerita Cheng

Marguerita Cheng

8 Podcast Episodes

Latest 28 Aug 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

Episode artwork

EP 019 The Secret to Building Trust with Clients with Marguerita Cheng

Growing Your Financial Business...The Woman's Way

In 2019, Investopedia named Marguerita Cheng the #5 Most Influential Financial Advisor, and that only scratches the surface of her accomplishments. Marguerita — more commonly known as Rita — is a CFP® professional and CEO of the financial advisory firm Blue Ocean Global Wealth. Among many other things, she is a regular columnist for Investopedia and Kiplinger, a 2017 InvestmentNews Woman to Watch, and a member of the Diversity Advisory Group (DAG) for the CFP Board. But most of all, Rita is passionate about helping people feel confident and in control of their finances, even in the face of life’s toughest challenges.Rita’s passion is what allows her to empathize so deeply with her clients and discover what kind of help they really need. Building trust with clients can seem daunting, but Rita has practical advice that can make you and your clients more comfortable.In our conversation, Rita and I talk about: Building trust to achieve loyalty Overcoming the fear of judgement Asking questions without prying too much Using your “why” to stay in the industry Both Rita and I are active on social media, and we would love to hear your biggest takeaways from the episode! Can’t wait to hear from you!Connect with Marguerita Cheng:Website: https://www.blueoceanglobalwealth.com/ Website: https://margueritacheng.com/ LinkedIn: https://www.linkedin.com/in/margueritacheng/Twitter: @BlueOceanGlobalWealthConnect with Robyn Crane:Website:   https://robyncrane.com/Facebook: https://www.facebook.com/bizgrowth4women/LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCraneInstagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices


19 May 2021

Episode artwork

Episode 120: New Financial Challenges for Women with Marguerita Cheng

Your Money's Worth

The COVID-19 pandemic and accompanying recession have been particularly hard on women, who've lost millions of jobs. Financial planner Marguerita Cheng talks about how she's helping her clients cope. Also: What dad taught us about personal finance. --LINKS-- A Kiplinger Special Report: Roth Conversions: https://www.kiplinger.com/taxes/602288/your-guide-to-roth-conversions; Your Guide to Roth Conversions: https://www.kiplinger.com/retirement/retirement-plans/roth-iras/601774/your-guide-to-roth-conversions; Marguerita M. Cheng, CFP®, RICP®: https://www.blueoceanglobalwealth.com/our-team.php; C. Nicole Mason: https://iwpr.org/member/c-nicole-mason-ph-d/; Kennett Lyle Block: https://www.harperfh.net/obituary/Kennett-Block


8 Mar 2021

Similar People

Episode artwork

5.7 Meeting life goals through proper management of financial resources with Marguerita Cheng

Women With Vision

Marguerita (Rita) Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Investopedia and Kiplinger, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls. She is also a coach for 261Fearless, a global supportive social running network that empowers women to connect and take control of their lives through the freedom gained by running.


12 Feb 2021

Episode artwork

Episode 80: Marguerita Cheng explains how women belong in the financial world and sheds light on the 4 things we should teach our children to ensure their financial literacy

Power Of The Purse Podcast

Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She’s the spokesperson for the AARP Financial Freedom Campaign and has a long list of credentials that make her an expert in the financial planning world. Besides that, she has been lucky enough to gain some financial wisdom at a young age from her father and is the model example of women taking control of their financial literacy. Lynn and Rita take an in-depth look at the differences between men and women in the financial planning industry, and the strengths that women bring to the table. They also dive into discussing finances with your children to set them up for financial success and cover topics such as: Allowance Vision Saving Investing Listen in to learn about how women are making themselves known in the financial world, and how we can teach our future generations to do the same! Resources:  LynnSEvans.com|Power of the Purse: Fear-Free Finances for Baby Boomer Women | Blue Ocean Global Wealth


27 Nov 2019

Most Popular

Episode artwork

Marguerita Cheng and Heart Centred Investing

Smart Healthy Women Magazine Podcast

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. If you’d like to learn more about how Marguerita can assist you in securing your future financially,  you can do so by following these links: https://blueoceanglobalwealth.com https://www.linkedin.com/in/margueritacheng @BlueOceanGW https://www.facebook.com/pages/Blue-Ocean-Global-Wealth/511133418909091


27 Mar 2019

Episode artwork

465: Find Your Calling With Marguerita Cheng

The Tao of Self Confidence

Marguerita Cheng is the CEO at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. Marguerita also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).Marguerita shares how she was able to quit her job to find her calling to empower women gain confidence, clarity and control in their financial life.  Check out thetaoofselfconfidence.com for show notes of Marguerita's episode, Marguerita's website, resources, gifts and so much more.


23 Feb 2018

Episode artwork

Marguerita Cheng: Bringing Empathy and Connection to Financial Planning

The Female Insight Zone

Though the world of finance continues to be dominated by men, today’s guest argues that the strengths required for success in the field of financial advisory are competencies normally associated with women, specifically empathy and communication.  Rita Cheng is the CEO of Blue Ocean Global Wealth, an investment advisory firm that delivers comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. As a trusted partner and educational resource, Blue Ocean provides corporations and institutions with portfolio construction, investment due diligence, and risk management consulting.While studying Asian Language & Literature as well as Finance at the University of Maryland, College Park, Cheng was awarded the prestigious Monbukagakusho Scholarship which allowed her to study abroad at Keio University in Tokyo and eventually land a position with Towa Securities, where she leveraged her language and accounting skills to become both Analyst and Editor, translating Towa’s newsletter from Japanese to English for overseas investors in the US and Europe.Cheng returned to the US to further her education and start a family, and she soon discovered the discipline of personal finance. She spent 14 years as a Financial Advisor for Ameriprise Financial Services before transitioning to her role at Blue Ocean. She is a CFP professional, a Chartered Retirement Planning Counselor, a Retirement Income Certified Professional, and a Certified Divorce Financial Analyst. Cheng is committed to educating the public about the benefits of ethical financial planning through her roles as a Certified Financial Planner Board of Standards Ambassador and Women’s Initiative Advocate. Today she shares the secrets to getting your financial life in order, her take on why women have a different approach to investing, and the need for women in the growing financial industry.Key Interview Takeaways“So many people spend their health to gain wealth, and then have to spend their wealth to regain their health.” This A. J. Reb Materi quote is Cheng’s matra, and in her role as a financial planner she seeks to have a positive impact on individuals, families and society. She is committed to helping each client achieve a reasonable amount of wealth and enabling them to enjoy that wealth in good health, with their community of friends, family and loved ones.Don’t be intimidated or overwhelmed by the prospect of getting your financial life in order. Begin by determining your net worth, cashflow, and credit score, as well as exploring your priorities.The financial planner’s office must be a judgement-free zone. Cheng sends new clients a questionnaire to facilitate an initial dialogue, but she makes it clear that there will be no shaming and doesn’t charge for the first hour. Her goal is to make the first experience a positive one, even if the client decides not to work with her.While women and men both want to build wealth and reach their financial goals, women employ a different approach. Women tend to be more relational and risk-aware, thinking several steps ahead, thus the conversation a financial planner initiates with a female client should explore the impact each decision has on other aspects of her financial life.The financial industry is an excellent fit for women. Cheng initially thought of the business world as cold and cut-throat, but she learned that psychology and the ability to communicate with clients were the most important skills in financial advisory. “The need for empathy and the ability to connect with one another is never going away.” Connect with Rita Cheng blueoceanglobalwealth.comEmail mcheng@blueoceanglobalwealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices


28 Apr 2017

Episode artwork

101 C100 Marguerita Cheng – Financial Planner

Career 100 Podcast With Felicia Gopaul

A person’s wealth can no longer be built on work wages alone; making your money work for you has become essential in today’s economy.  One must enlist the help of a professional financial planner to become knowledgeable in investing and money management, .  Financial planners are professionals who make plans in retirement, investment, insurance, tax, estate plans, cash flow and […]

16 May 2015