Marguerita Cheng, CFP® Pro is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success. Every Friday evening at 5pm EST we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscle. Based on the information from Rita’s book, “Diary of a CFP® Pro,” the show is also part of a webinar series coming in 2022.
Kathleen Burns Kingsbury
Kathleen Burns Kingsbury
Sheryl Hickerson
Financial Planning Association
Dominique Henderson, CFP®
Adviser Gap
Caleb Brown
Broc Buckles and Peter Ciravolo
Dan Doran
Daniel Kopp, Forrest Baumhover
Karen Coyne, CFP®
Bamford Media
Kate Holmes
Voice from the Hills
womenworkinginwealth
Financial Planning
InvestmentNews
Sheri Fitts
Tina Powell | C-Suite Social Media
Jacqueline Lockie
Bridging The Gap
Michael Palumbos
Sam Oakes
Tony Steuer
The Institute of Advanced Financial Planners | David Miller
Tsitsi Mutendi
Beyond the Balance Sheet
Adrian McIntyre | PHX.fm
Gary Heldt
Cambridge
Lexington Wealth Management
CWB Wealth Management
Chris
Family Enterprise Xchange
Caprice Gibson
For Advisors
Moin Mirza
Morton Brown Family Wealth
Jonathan Krueger
Gretchen Betts
Emlen Miles-Mattingly & Luis Rosa (BLX)
Charlie Van Derven
Alan Moore and Michael Kitces
Esther Szabo and Erik Schei
Moin Mirza
WIFS
Stathis Partners, LLC.
tru Independence
Joe Stephan
Ben D. Jones and Emily Larsen with BMO Global Asset Management
FPA NE
Baron Financial Group
The Pinnacle Group
XY Media
Ivy & Ava Skye
financialdna
Susan Bradley
financialdna
Brian Kasal
Professional Podcasts LLC (www.professionalpodcasts.com)
Victor Pantaleoni
Buddy Rathmell
Coldstream Wealth Managment
LifeYield
Mike Saunders, MBA
Citywire
UBS advisor podcasts
Angelina Carleton
Adviser 2.0
South Dakota Community Foundation
Exit Coach Bill Black
Shari Greco Reiches
Adam Holt and Derek Notman
Fred Barstein
Carson Coaching
Scott Morrison and Matt Nordmann
nextgenin10
John McDonough
Mindy Diamond - Financial Advisor Recruiter and Consultant
Michael Kitces
Dynasty Financial Partners
Emerge 180
Archive
Inkandescent Radio
Homer Smith
Cathy Curtis, CFP
Taylor Schulte & Justin Castelli
Laura Gregg and David Partain
Scott Hanson
FA Magazine, Jean Edelman
Rianka R. Dorsainvil, CFP®
David DeCelle
Jade Brandais
Steve Sanduski
PracticeLab podcast
Ellenbecker Investment Group
Mindy Diamond - Financial Advisor Recruiter and Consultant
Tom Hine