Episode 120

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Published on:

1st Nov 2021

Diversifying the Financial Planning Landscape with Rita Cheng

Here at the minority money podcast, I really wanted to highlight that we minorities have a place in the financial planning landscape, and Rita Cheng, my guest for today, believes deeply in this as well. No matter your ethnicity or gender, she believes that we are all capable of achieving financial wellness and resilience.


Join me and Rita, certified financial planner and founder of Blue Ocean Global Wealth, as we discuss diversity in the financial planning industry, and what we can do to encourage it. Being that of mixed-race background, Rita knows firsthand what it’s like to stand out in this industry as both a woman, a mother, and a minority. Her goal is to grow the financial planning industry into an inclusive one that welcomes new and diverse people.


I hope you enjoyed this last installment of my Financial Planning series! If you’re a person interested in inspiring these kinds of changes to our society, please make sure to check out this week’s episode and gain some new insights about how we can inspire change.


Highlights

>> Rita’s background 

>> Why Rita is passionate about diversity and financial planning 

>> Changes that in the financial industry that excites Rita

>> Profession versus industry 

>> Rita’s opinion on financial advisors starting their own firms 

>> Rita’s motivation   

>> How Rita’s family supports her on her journey 

>> Rita’s advice for you 


Connect with Rita

>> Website (https://bit.ly/2Y3cTRR)

>> Twitter (https://bit.ly/3zKFU1q)

>> LinkedIn (https://bit.ly/3EVzmRx)


If you loved this episode, you have to listen to these episodes as well: 

>> Investing in Women with Patience Marime (https://apple.co/39GF3o8)

>> Empowering Women to be in Finance with Shana Sissel (https://apple.co/3zEtR65)

>> Women's Month Celebration 2021 (https://apple.co/3zI2fNh)

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.


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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 


Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.