Member Spotlight: Women’s History Month 2024

Marguerita Cheng |

In honor of Women’s History Month, Community Manager Rachel Basoco spent time with Finteract member Marguerita (Rita) Cheng, CFP® to hear her story, including how she continues to navigate the financial advice profession.

RB: As a woman in the financial sector, what unique perspectives do you bring?

MC: We can’t be afraid to try things differently. Don’t be afraid if your journey looks different. But I'd be lying if I told you I wasn't scared! Instead of focusing on what I didn’t have – I knew I was very good at connecting with people and relating to them. I say that, not to be arrogant, but being self-aware. I absolutely was inspired to become a financial planner, because I wanted to change conversations about money and I love helping people.

I’m not joking – I built my business by being good on the phone. I am a good listener and I had a vision when I picked up the phone. I was going to have fun and have a smile on my face. Before every phone call, I got an iced mocha. I know that’s a lot of sugar and caffeine, but I wanted people to feel my energy. So, spending money on coffee was my best investment.

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