Good planning means clients can live their own stories
Marguerita Cheng
Marguerita Cheng was taught a valuable financial lesson by her father – that planning is a way of showing love for others.
“I believe that financial planning transforms lives,” says Marguerita Cheng, CEO of Blue Ocean Global Wealth, as she reflects on a moment seared into her memory.
At the tender age of 10, as the oldest of three girls, she was taught an invaluable lesson by her father amid family trauma. Her au
Learn more about reprints and licensing for this article.
