Fi360 Bridge

In this episode, Alex and Terra speak with Marguerita Cheng, a certified financial planner who founded Blue Ocean Global Wealth in Rockville, Md. Marguerita is deeply passionate about forging real relationships with her clients that extend well beyond a portfolio. She has built a company based on inclusivity, compassion and authenticity. What you see is what you get! Alex and Terra wrapped up this conversation feeling empowered and inspired to do something good for ourselves and for our community. Not gonna lie, when we talked to Marguerita about all of the things she’s doing, we began assessing how we’re spending our own spare time because if a woman as busy as Marguerita with three children and her own successful business can run three marathons in three weeks for charity, we can find the time to do something more too. Let’s get to it! Here is our interview with Marguerita Cheng! Music by Brittany Waltmire