465: Find Your Calling With Marguerita Cheng

Marguerita Cheng is the CEO at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Find Your Calling With Marguerita ChengAdvisor 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.

Bio

Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth.

Cultural Background

Marguerita is of Chinese, American and Irish descent.

Favorite Self Confidence Quote

Don’t be intimidated by what you don’t know. That can be your greatest strength and ensure that you do things differently from everyone else.

Don’t be intimidated by what you don’t know. That can be your greatest strength and ensure that you do things differently from everyone else.

Definition of Self Confidence

Self confidence is to realise your own potential.

Her Life Before the Discovery of Self Confidence

Marguerita was laughed at for being different but she embraced being different.

The “AHA” Moment

Marguerita had mini victories.  She was able to break away from a large firm to create her own firm.  She was able to find her calling.

Simplecast Banner

Her Life After the Discovery of Self Confidence

Marguerita is always improving.  She takes more chances and trust herself more.

The One Self Confidence Tip For the Listener

We can have it all but not all at once, exercise good judgement but not be judgemental.  Be honest and respectful.

Interview Links

Would you like to make a donation?

Click here to make a donation to support the podcast.

Leave a Reply

Your email address will not be published. Required fields are marked *