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Listen to the podcast on Inkandescent Radio Meet the Financial Planner Who Truly Cares

Helping others is a passion and priority of Marguerita Cheng, CFP® Pro — and that's a unique quality in her profession. From tending to her clients to sitting on several boards that ensure her industry stays strong and compliant, learn what motivates this truly amazing woman on this week's episode of the Empowered Together Network show.
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Ep6 Empowered Together show: Marguerita Cheng, CFP® Pro is next up in the Empowered Together Network show spotlight. Don’t miss our Q&A!

Hello friends! Welcome to this week’s episode The Empowered Together podcast and video show on InkandescentWomen.com — as well as InkandescentRadio.com and Inkandescent.tv

Today we are thrilled to talk with one of our new members, Marguerita Cheng, CFP® Pro.

A longtime Inkandescent client who started working with us in 2012, it is amazing to see what this award-winning financial planner has accomplished in the years since we met. You’ll learn all about it at the website we created to share all of her work and insights, www.MargueritaCheng.com and to date we have published two of her book, www.WealthManagementRules.com and www.DiaryofaCFPPro.com. Plus, last year we finished episode 105 of her podcast/video series, Margaritas with Marguerita. Amazing!

I’m Hope Katz Gibbs, founder of Inkandescent, where the work of the professionals we have the privilege of working with never ceases to amaze us.

On today’s episode, you’ll learn:

  • What drew you to become a financial planner?
  • Helping others is a passion and priority of yours. You sit on several boards to ensure that your industry stays strong and compliant and that women have a seat at the table. Tell us all about it.
  • You regularly win awards, speak at events, and share your wisdom. What can we look forward to in 2025 and beyond?
  • On a personal note, you travel the world to run marathons. Tell us about some of the fantastic places you have been, and what’s coming up next.
  • Parting thought: Please share a critical idea about how to care for our financial futures in this volatile time.

Thank you, Rita, for a great interview! We are so happy to be featuring you on InkandescentRadio.com and Inkandescent.tv and can’t wait to see what you will accomplish! We’ll talk with you all again soon!