Balancing Wealth and Wellness: Marguerita Cheng's Financial Philosophy

The Exit - Presented By Flippa

Technology

5 • 2K Ratings

🗓️ 6 May 2024

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week on The Exit: Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth, a financial planning and wealth management company, discusses the importance of not going on the financial journey alone. She’s worked with individuals of various backgrounds including business owners of recently exited businesses who are trying to understand the best way to manage newly acquired wealth. As a mother and a business owner herself, she is particularly motivated to help other women entrepreneurs, especially when it comes to gaining access to capital for business building and growth. Perhaps most importantly, she emphasizes that financial success does not need to come at the expense of self-care and that you can (and should) have both. Sometimes it just takes a little bit of guidance to get there. For more details and insights from her entrepreneurial journey, listen to the latest episode of The Exit. Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to founding Blue Ocean Global Wealth, Marguerita was a financial advisor at Ameriprise Financial and an analyst/editor at Towa Securities in Tokyo, Japan. She is a Certified Financial Planner® (CFP), a Chartered Retirement Planning Counselor® (CRPC), a Retirement Income Certified Professional® (RICP) and a Chartered SRI Counselor (CSRIC®). 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. Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).” LinkedIn: https://www.linkedin.com/in/margueritacheng/ Website: https://margueritacheng.com/ For a Free Flippa Business Valuation: https://flippa.com/exit -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Transcript

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0:00.0	Hello and welcome to the exit presented by Flip Up the number one platform to buy and sell online businesses
0:05.9	Flipa manages over a billion in deal value annually and combines expert buy and sell side Advisory with its market leading valuation tool,
0:14.2	Deal Room, Off Market Offering, Market Insights,
0:17.3	an AI-based deal-by-deal matching engine.
0:20.7	Now for the exit.
0:21.9	The exit is a 30 minute podcast featuring awesome
0:24.4	entrepreneurs who have been there and they have done it. The exit talks to
0:27.6	operators who have bought and sold businesses of all different sizes. You learn
0:31.5	how they did it, why they did it and get
0:33.8	exposure to the world of exits it's a world occupied by a small few but
0:38.2	accessible to many on this episode the exit I sit down with Margarita Chang. She is a fantastic financial
0:45.6	advisor and wealth manager and she has done a great job of articulating exactly
0:50.8	what it takes to really empower women.
0:54.0	And one of the coolest parts of this interview
0:57.0	is when she walks through an actual example
1:00.0	of working with these different clients
1:02.0	that have all different sizes of portfolios
1:05.2	that they want to invest and part of the reason that I did this episode here on
1:08.9	the exit is to help people know that help is out there.
1:13.6	Like if you're getting ready to sell a business
1:16.6	or even acquire a business, but mainly on the selling side,
1:19.9	there are people out there like Margarita that can help with the after the effect.
	...

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