Redefining Wealth: Money Management, FinTech, Inclusion, and Belonging

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Creating generational wealth has moved to the forefront of everyone’s mind. In today’s market, we have seen people make major career decisions and blindly dive into investing to make this goal more achievable.

Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor. To do this, we must meet everyone at their level of financial literacy and help them to make the best-informed decision for their financial state.

Join one of Investopedia’s Top 100 Advisors, Marguerita Cheng, as she provides fresh insight on:

Rethinking the concept of wealth
Personal finance apps vs. professional money management
How FinTech is changing the industry
The importance of fostering inclusion and belonging in money management

November 2nd, 2022 at 9:30 am PT, 12:30 pm ET, 5:30 pm BST

Brought to you by:

Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. The chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.

Rita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor®, Retirement Income Certified Professional®., and a Chartered SRI TM Counselor (CSRIC®). She is a member of the CNBC Financial Advisor Council. She is a regular columnist for Kiplinger & US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves as a Women’s Initiative (WIN) Advocate and a member of the Diversity Advisory Group (DAG) for the CFP Board. In 2022, she was named the #4 Most Influential Financial Advisor in the Investopedia Top 100. She was named a “Woman to Watch” by Investment News in 2017.

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