Marguerita Cheng, CFP(R)

CFP Board Ambassador / CEO of Blue Ocean Global Wealth at CFP BOARD and 1 other company
On the record
Represented by:
Recent Quotes
Sign up to view all
  • Be brutal, yes, but also be kind to yourself. If a video-streaming service like Netflix is the only way you're getting entertainment in quarantine, consider keeping it.

    7 October 2020
  • If you have some extra capital, you have a long-time horizon and it’s consistent with your investment objective, this may be something that you may want to consider.

    21 May 2019
  • Learn more about the world so you are less likely to believe in just anything. Take a money-saving course at a local bank or research topics before a purchase, such as applying for a car loan. Hire a financial adviser to give you guidance. Learn to say no if something doesn’t feel right.

    5 February 2019
Employment
Sign up to view all
Popularity