Wealth Management Rules: 12 Tips to Help You Harness Your Financial Know-How — by Marguerita Cheng and Hope Katz Gibbs
Are you ready to harness your financial know-how? That’s exactly what you’ll do in Financial Management Rules, an eBook written by experienced financial planner Marguerita M. Cheng, CFP®, with Hope Katz Gibbs, publisher of the Inkandescent Publishing Company.
Divided into four sections, the 12 tips in the book are designed to help readers:
- Know how they actually think about wealth (you may surprise yourself)
- Know how to better understand what messages they’ve been sent by parents, media, and society about wealth — some of which may be keeping them from actually being wealthy
- Know how the wealth management world works
- And, know how to balance love, money — and their increasing wealth
“Anyone can accumulate wealth and peace of mind—all they need is the know-how,” insists Cheng, who has been a Certified Financial Planner Professional for decades and was the 2013 chair of the Financial Planning Association of the National Capital Area (FPA NCA).
“My greatest joy and passion is touching the lives of others so that they may achieve their personal financial success,” says Cheng, who with Sameer S. Somal, CFP®, owns Blue Ocean Global Wealth —which provides corporations and institutions with portfolio construction, investment due diligence, and risk-management consulting services.
“This book is my way of giving back to my clients and other women, minorities, and multicultural families like my own,” she insists. “My goal is to help readers achieve this goal with these 12 tips, because everyone deserves to have peace of mind when it comes to their financial future.”