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Profiles In Success

Business & Economics Podcasts

Welcome to Profiles in Success. A show designed to inspire the next generations of employees and leaders. Each week we profile personal stories and words of wisdom from a diverse group of leaders and business professionals, from Washington DC to all across the world. Success is more than your financial status, Many of these individuals are not only leaders in their industry, but also leaders in the communities. They work extensively to further the missions of the organizations to which they contribute. True success recognizes that fulfilling work is important, but the greatest rewards come from living a well-rounded life and leaving an impactful legacy. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccessbook.com/ Work with us: https://www.bernhardtwealth.com/

Location:

United States

Description:

Welcome to Profiles in Success. A show designed to inspire the next generations of employees and leaders. Each week we profile personal stories and words of wisdom from a diverse group of leaders and business professionals, from Washington DC to all across the world. Success is more than your financial status, Many of these individuals are not only leaders in their industry, but also leaders in the communities. They work extensively to further the missions of the organizations to which they contribute. True success recognizes that fulfilling work is important, but the greatest rewards come from living a well-rounded life and leaving an impactful legacy. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccessbook.com/ Work with us: https://www.bernhardtwealth.com/

Language:

English


Episodes
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Angelica Alpire | Alpire Legal Tax

6/8/2022
Angelica was born in Santa Cruz Bolivia, she came here when she was 5 years old and grew up in a household with 6 kids. Being the oldest, she had an entrepreneur state of mind for as long as she can remember and started working when she was 15. Her mom was a stay-at-home mom that dedicated herself to the upbringing of her household and her dad worked long hours to provide financially for the whole family. Her dad always instilled in her that she had to do things her own way and figure it out no matter how hard. He had a very strict mindset regarding punctuality and work ethic, there was no in-between, if you were on time you were late. Angelica complained through her teen years about this work and school ethic because she did not understand that in the end, it would end up molding her and creating the person she is today. Angelica started her business in 2013 after many years of working in the corporate world, in the HR and administration field, and preparing tax returns on the side for extra income. Angelica says she has slowly grown both in her personal and professional life. She balanced being a full-time mom and also having a full-time job and running a business at the same time. Her family is extremely important to her and finding a balance between work and family became her priority. Through this, she also built her relationship with colleagues. She discovered that tax law also goes hand in hand at times with legal avenues with attorneys. This avenue, a close friend, an attorney partner, and herself discovered was a market not many ventured in. She works closely with him in the paralegal aspect and he works with helping her clients in the legal field. Together they make sure clients are educated on how filing correctly correlates with Immigration, child support, family law, and so many other legal sides. Angelica has gone through so many years of experience and has endless stories and advice to share that she could keep going on for pages and pages. She specializes in servicing her community and educating anyone that wants to grow and build in the best and legal way. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:46:06

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Nathan Hurd | A Journey To Create Rich Lives

5/31/2022
Nathan Hurd, is the Chief Growth Officer at The Oxford Club, a financial club publishing one of the longest-running financial letters in the country, whose mission is to help its members achieve and preserve a "rich life". in June 2006. Over the last 15 years, he has worked with hundreds of thousands of investors directly and in groups at seminars all around the world. His focus is on empowering current and prospective investors to gain emotional control in investing and find lasting fulfillment in life. He writes acclaimed essays on "living rich" and runs a video series called Survive and Thrive; these have been praised by readers from all around the world. He is known for his relentless commitment to ensuring that The Oxford Club continues to shine as a value-driven financial club that operates with integrity and purpose and that always puts the interests of its Members first. Helping its readers around the world turn money into a source of confidence, so they can live more deeply and fully. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:56:37

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Angelica Alpire | Alpire Legal Tax

5/31/2022
Angelica was born in Santa Cruz Bolivia, she came here when she was 5 years old and grew up in a household with 6 kids. Being the oldest, she had an entrepreneur state of mind for as long as she can remember and started working when she was 15. Her mom was a stay-at-home mom that dedicated herself to the upbringing of her household and her dad worked long hours to provide financially for the whole family. Her dad always instilled in her that she had to do things her own way and figure it out...

Duration:00:36:02

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Tasha M. Troy | World Traveler Lifts Others To Success

5/31/2022
In 2001, Tasha M. Troy surprised friends and family by moving to the other side of the world. The 8 years she spent in S. Korea put her in the trenches of cross-cultural communication in a way her previous Spanish studies and travels to Mexico and Spain had not. Tasha's work teaching academic and professional English communication skills put her in touch with culturally diverse teaching teams in addition to the close contact with her students. The friendships she developed and the students she worked with gave her insights into the value of diversity of culture, personality, and thought. Since her return to the US, she has continued her intercultural work by providing professional development training for a DODsponsored program at Georgetown University and cross-cultural communication training for non-profits and entrepreneurs in northern Virginia and Washington, DC. In 2014, she joined John Maxwell’s team of leadership trainers, and in 2019, in order to serve her clients better, she became a certified DISC consultant. Her key values are abundance, making a difference, excellence, diversity, authenticity, and a positive attitude. These values inform her decisions and how she interacts with students, clients, friends, and family. When she needs to clear her head, she heads to the mountains and pretends to be traveling with Frodo through the forests of Middle Earth. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:52:25

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Elizabeth Duncan-Hawker | Collecting True Friends

5/31/2022
Award Winning Speaker, Bestselling Author, Elizabeth Duncan-Hawker has trained thousands of professionals to increase sales, referrals, and collaborations. Whether she's coaching from a live or virtual stage, or consulting entrepreneurs and organizations in workshops, her techniques compel busy leaders to hit higher goals. Elizabeth’s results-driven experience was molded over decades in executive leadership for an $8 billion dollar company. She rebranded her identity many times; from an overworked executive to a first-time business owner consultant in 2016, a trainer in 2018, a Speaker in 2019, and a best-selling author in 2021. Her trainings update employees' and leaders' social skills behaviors to improve the customer experience, help employers retain top talent, and return joy to the workplace. Her international bestseller Collecting True Friends, provides busy men and women the practical strategies to cultivate quality relationships everywhere every time. Associations, Universities, and company teams that implemented Elizabeth's expertise have advanced their relatability abilities, attracted new clients, increased revenues, and retained key employees. Elizabeth proudly proclaims her love and gratitude for God, her 3 daughters, husband of 30 years, copious rescue dogs, and wise 91-year-old mother. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:01:15:31

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Dr. Darryl Hylton | Creating A Legacy Of Helping Others

5/31/2022
Dr. Darryl Hylton, Jr. is an educator, mentor, and nonprofit executive who prides himself in helping others. As a professional in higher education, he remains a student-centered advocate dedicated to creating memorable college experiences for students. In addition to working in higher education, Dr. Hylton is CoFounder/CEO of a nonprofit organization, The Collegiate Black Male Network, whose mission is to increase the persistence and graduation rates of collegiate Black males. Through this work, he is able to mentor students, facilitate trainings, and engage individuals on how to change the narrative of Black men. Outside of the above-mentioned activities, he takes time to serve the community through his commitment as a lifetime member of Kappa Alpha Psi Fraternity, Incorporated. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:52:26

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Fall In Love With The Process | David Butler

5/25/2022
Dave Butler serves as Co-Chief Executive Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He joined the firm in 1995 and was named Co-CEO in 2017. Along with Co-CEO Gerard O’Reilly, Dave guides Dimensional’s vision and strategy, inspiring innovation and growth. He is passionate about helping clients develop perspectives on the markets so that they can have a better investment experience, and he frequently interacts with professional investors and industry leaders around the globe. Dave also serves on the Boards of Dimensional’s US mutual funds and exchange-traded funds. Prior to becoming Co-CEO, Dave led the development of Dimensional’s financial advisor business, building a global team of Regional Directors and client services professionals. Throughout his career, Dave has been closely involved in the evolving field of investment advice and the strong community of professionals redefining wealth management and enhancing the investor experience. In the 25 years since he joined Dimensional, the firm has grown from roughly $10 billion in assets under management to more than $679 billion. Dave attended the University of California, Berkeley, where he earned a BS in marketing and finance in 1986 and an MBA in 1990. He received the CFA® designation in 1998. Dave played basketball while attending Cal and was later drafted by the Boston Celtics. In 2011, he was inducted into the Cal Athletics Hall of Fame, and in 2014, he was named to the Pac-12 Basketball Hall of Honor. Dave was also a Rhodes Scholar candidate. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:44:46

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Empowered To Win: Empower, Embrace, Equip | Allison G. Daniels

5/19/2022
Allison G. Daniels is the CEO of AGD Publishing, LLC and an international best-selling author who has written over 31 books. Allison is the co-author of 14 books, she is the visionary author of the new book soon to be released: “Empowered to Win” 3rd Edition Anthology. Allison helps authors, aspiring authors, consultants, and goal-setters to write, share and publish their books to create multiple streams of income, gain authority in their field and maximize their book sales. Allison is the creator of the “30 Day Write to Finish Book Writing Program” helping turn writers into successful published authors. Affectionately known as a strategic, focused team leader in the corporate world, Allison is now applying the same principles in the publishing industry. Allison is a 2X Podcast Radio Host of Authors Chat with Allison and The Authors Lab. She is a motivational speaker, licensed minister, and book writing coach. She has a segment on Facebook Live @ 5 am and a segment on Gospel Time Machine at 6 am. She has been married to her husband Earl for over 20 years and she is the proud mother of two queens Kristian and Damona. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:48:16

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The Dance Of Love And Fear| Steve Leventhal

5/19/2022
Since joining CorStone as Chief Executive Officer in 2008, Steve Leventhal has focused on helping some of the world’s most marginalized and economically disadvantaged populations to find their personal strengths, advocate for their rights, and become agents of positive societal change. Under Steve’s leadership, CorStone’s evidence-based resilience programs have reached upwards of 200,000 youth and women living in poverty in India, Kenya, Rwanda, and the US. Steve oversees all strategic planning, program development, external relations, and operations for the organization. During Steve’s tenure, CorStone has pioneered the development, implementation, and scale-up of some of the first personal resilience and positive psychology programs delivered in low and middle-income countries. Steve came to this work after a near-fatal car crash, in which, as his car tumbled down an embankment, he found a renewed purpose: to empower under-served adolescent youth, particularly girls and young women, to unleash their inner potential, transform their circumstances, and thrive in the face of pervasive adversity and conflict. Steve Leventhal has served as an executive and strategic consultant in the US, Asia, and Africa with start-ups, Fortune 500 firms, and global nonprofit organizations. Prior to joining CorStone, Steve served as Director, External Relations at the San Francisco, CA-based Fritz Institute. Previously, at Population Services International | PSI, he brought together leading global private and public health partners to launch an innovative web-based medical training program for healthcare workers in Zimbabwe. Prior to that, Steve served as Director & General Manager of PlanetSearch Networks at Philips Electronics, and as founder and CEO of Point Asia, Inc. Steve holds a BA in Psychology and Asian Studies from Create your own automated PDFs with Jotform PDF Editor- It’s free 1 Washington University, St. Louis, MO, and an MPA with an emphasis in organizational psychology and conflict management from The Evans School of Public Affairs, University of Washington, Seattle, WA. He holds a 4thdegree black belt in the martial art of Aikido. In 2019, Steve received the Outstanding Practitioner Award at the 2019 World Congress of Positive Psychology, awarded bi-annually to a practitioner who has shown outstanding excellence and impact in advancing the practices of positive psychology in ethical and evidence-based ways. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:54:49

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Helping Everyone Succeed With Detailed Expertise | Mark Forster, Jr.

5/17/2022
When Mark Forster, Jr. was six or seven years old, he picked up a camera for the first time and instantly was obsessed with making videos. Practically every day of his childhood was making short films with his friends. By the time he was starting high school, he had developed a good set of video skills and started being asked to create promo videos. Mark realized that there was a booming demand for business videos, especially as selling online was becoming extremely popular. In the spring of his junior year of high school, in 2019, he started Hesdex; a video production company built from the ground up for modern day marketers. One of its foundational missions was providing video services accessible to businesses of any size. Hesdex quickly grew and was a go-to for brands looking for affordable professional video ads that kept up with social media marketing trends. With the company growing so quickly, Mark made the unorthodox decision to not go to college and work on the business full time. Now Hesdex has worked with hundreds of brands, both locally and internationally, including Cobec, Govee, Avia Games, Fuller Brush, KBO Bike, and SideTrak. The company continues to build services that make it possible for businesses to reach customers through video regardless of their marketing budget. The latest and currently most popular service, Hesdex Selfies, uses innovative technology to allow brands to order social media video ads for just $40-$60. Mark is excited to see how Hesdex will evolve as the world of video, advertising, and content changes over time. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:48:29

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Blessed To Be A Blessing | Bryan Savage

5/13/2022
BRYAN T. SAVAGE – Originally from, Tarrytown, NY, Bryan is a graduate of Union College, in Schenectady, NY. He earned a BA in Sociology and played football, for the Nationally Ranked Dutchmen, having participated in the 1989 Amos Alonzo Stagg Bowl (Division III National Championship Game) and was selected as the team’s co-captain during his senior year. An accomplished professional with demonstrated skills in organizational leadership, business planning, relationship management, participatory training, team building, and sales. These skills have been honed over a professional career that spans over 25 years and several industries. But it was never easy. The most difficult challenges for him have been self-esteem and overcoming self-doubt. In his mid-20’s, Bryan took the leap to become an entrepreneur. He was young and didn’t know any better. And at first, things were good. But then, as business took a dip, as nearly all do, he panicked, and the businesses failed. Losing everything he was forced to file for bankruptcy. His self-esteem took a beating, and he questioned and even doubted his calling. He lost belief in himself, though his confidence and the will to work tirelessly never wavered. He just didn’t think or believe he could accomplish what was necessary to shape and sustain his dad’s legacy as he had envisioned. Overcoming self-loathing thoughts, facing those fears, and realizing that his “why” and the calling on his life, to serve others was far greater than any fear or doubt that attempted to derail him. Knowing, trusting, and believing that walking in his calling was not about himself, but in his gifts, he was blessed with and the calling God has on his life. In addition to technical expertise, Bryan’s work ethic, emotional intelligence, and commitment to excellence are what has separated him from the pack. He has held a number of roles that helped to sharpen his interpersonal acumen and sales skills, including as retail branch manager for two Fortune 500 Companies. He launched Savage Family Office, LLC, a Licensed Independent Broker, Small Business Consultant Firm to transform the lives of individuals, families, and small business owners nationwide, by providing high-quality products and services that promote peace of mind and confidence. A Servant leader, visionary and experienced trainer, he’s on a mission to inspire and galvanize the ambitions of others, encourage entrepreneurship and investment opportunities, educate and provide resources to small business owners and their families, and achieve results that add the best value that builds happy wealthy communities. A man of faith, Bryan’s motto is: I’ve been blessed to be a blessing to others. His witty personality, passion to serve and transparency about his life’s wins and losses affords him the ability to connect with others easily. He is married, has three children & currently lives in Maryland. Bryan enjoys bicycle riding, working out, or doing absolutely nothing. He is an active member of Alpha Phi Alpha Fraternity and a die-hard Steelers fan. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:43:57

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Share Your Passion, Serve The World | Nhat Pham

5/9/2022
Nhat Pham is a Business Coach and Story Brand Strategist, Speaker, and Author who helps you clarify your vision, tell your story and bridge the gap from strategy to success. Nhat is a regular speaker on the topics of building your brand story, business growth, and Strategy Execution. As the Chief Strategist of SUCCESSWERKS Creative & Consulting, Nhat helps Organizations Entrepreneurs, & companies grow, develop business & GET RESULTS through consultation strategy, and execution. SUCCESSWERKS helps you create strategies and systems to attract new customers and scale your business. Nhat delivers keynote presentations to organizations & trains salespeople, executives, entrepreneurs, and speakers on how to leverage the power of storytelling, OKR's, and strategy execution. Nhat has given individual coaching, provided training & delivered presentations to professionals from start-up organizations to large companies such as BB&T, T-Mobile, & AT&T. As a Vietnamese immigrant, Nhat's parents instilled in him a strong work ethic, creative thinking, and an appreciation for freedom. Nhat lives in Richmond, VA, and is a single dad of three teens. In his free time, he enjoys spending time with his kids, tactical training, and sharing a pour of fine bourbon with friends. Nhat's mission in life is to help others maximize their growth and realize their vision. Connect with Nhat: https://www.linkedin.com/in/nhatpham/ Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:51:08

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Quantum Ready Software Component Security | Nick Allgood

5/3/2022
Nick Allgood has been working in the technology industry for over 15 years doing a myriad of things involving network engineering, software engineering, and cybersecurity. Nick is currently working on his PhD in Computer Science at the University of Maryland Baltimore County focusing on quantum computing and cybersecurity. Nick is also the CEO of KetPsi Shield, a quantum computing startup designed to assist and detect malicious source code in software repositories. In his free time, Nick enjoys working on a variety of side projects alongside his three fluffy feline companions. Nick also enjoys blacksmithing, woodworking, and fishing. Connect With Nick: https://www.ketpsishield.com https://www.linkedin.com/in/nallgood Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:01:05:20

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Solve Three Problems Each Day | John Fleming

4/22/2022
John Calvin Fleming Jr. (born July 5, 1951) is an American politician, physician, military veteran, and businessman. After leaving Congress in 2017, he served for two years in the administration as Deputy Assistant Secretary for Health Information Technology Reform and then served as Assistant Secretary of Commerce for Economic Development from March 2019 to 2020. In March 2020, he was appointed to a position in the White House as Assistant to the President for Planning and Implementation. Fleming started a suite of diverse businesses and commercial real estate ventures during the mid 1980s. His business interests stretch from Brownsville, Texas to Oxford, Mississippi with corporate centers in Killeen and Houston in Texas and Shreveport/Bossier City in Louisiana. He owns over thirty-six Subway individually franchised sandwich shops in north Louisiana employing over 500 Louisianans.[19][20] Among several other franchised concepts, he also owns Fleming Expansions, LLC, a regional developer and master franchise for The UPS Store, with over 182 outlets in Louisiana, Mississippi and Texas. Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:59:39

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Working From The Bottom & Looking Up | Will Robinson

4/20/2022
Mr. Will Robinson has worked in the Information Technology field for the past 29 years. First, serving his country as a Radioman in the United States Navy for four years. After his Navy tour, he pursued a career in Information Technology and has earned a multitude of advanced computer certifications and currently holds and maintains the Certified Information Systems Security Professional (CISSP) and the Certified SCADA Security Architect (CSSA) certificates. For the past 13 years, Mr. Robinson has served on many security teams that were responsible for assessing cyber risk for Information Systems and Control Systems and Internet of Things. Mr. Robinson is very excited about adding value to the Cyber-Security marketplace. To contact Will, visit: https://www.linkedin.com/in/will-robinson-809200170/ Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:41:48

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Born Rich, Became Poor, Never Defeated | SirDerrick Phantumhive

4/15/2022
SirDerrick Phantumhive has been an entrepreneur since he was an 8-year-old kid. His parents were entrepreneurs & managers that taught him the value of working for someone else's business as well as being an owner of his own. He has been in financial services for 12 years as a financial planner, business consultant & financier. SirDerrick helped raise over $400M in capital directly & built a network of brokers that has done over $3B in funding since 2017. Life Accomplishments: At 14 having to become the breadwinner of the house because his mom developed Skin & breast cancer. He started a video game store & selling T-shirts to pay the rent eventually going into small events that blessed him to travel around the country & the world. To contact SirDerrick, visit: https://wwwFundingbridge.com Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccessbook.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:57:06

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Entertainment Media Lawyers In A Digital Age | Dayna Staggs

4/12/2022
Dayna Staggs grew up and lived in Europe for 11 years. Living stateside in 1979. Before moving abroad I lived in Ft. Campbell Kentucky and Clarksville TN for a while. Then we moved to Giesen Germany and later moved to Frankfurt, Germany. I attended middle school, high school, and college at University of Maryland in Munich Germany obtaining my college education in international business law and fine arts. While in Europe Dayna traveled across all European countries. His first experience in music winning a Jr. High school talent contest in Frankfurt. Winning first place as performer and singer. Today, Dayna is an Entrepreneur and Entertainment Attorney representing Rap Legends who built the hip hop billion-dollar business with classy videos, old school pioneers Kool Moe Dee, Sequence, Angie Stone, Mr. Cheeks, DLB of the Fearless Four, Kurt's Blow, Late Biz Markie Estate, and artists are known Entrepreneurs, Ja Rule, and international business owners. Mr. Staggs owns DS Global Ltd International & Associates LLC. And Litigated for artists and songwriter rights since 2008. To contact Dayna, visit: https://www.daynaspublishing.com Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:54:30

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Living A Life Of Purpose | Dr. Anton Dormer

4/6/2022
Dr. Anton Dormer is the Chairman, CSO, and co-founder of PepVax, Inc. PepVax, Inc., started in 2011, is a drug delivery biotechnology company that is focused on developing treatments targeting cancer and infectious diseases, and gene therapy treatments. PepVax, Inc. proprietary product is called SMARTmid and it was co-developed and co-invited by Dr. Dormer. SMARTmid is an innovative DNA plasmid construct that is presently licensed or in collaboration research projects with several companies and academic institutions. To contact Anton, visit: www.pepvax.co

Duration:00:53:58

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Success of Others is My Success | Molly Denham

3/31/2022
Molly is an Air Force veteran who spent 22 years as an administrative specialist in the US Air Force. Following her retirement from military service, she started a one-woman business providing virtual administrative support to retired General Officers and independent consultants in the defense industry. During the COVID shutdown, she watched businesses struggle with navigating a remote workforce. She took the lessons learned from my years as a virtual assistant and turned them into a new business model for hiring administrative professionals. She believes the future holds an increase in the number of virtual workers and created VEXA Services to fill the gap. Her design gives business owners a more economical choice, more flexible work patterns, and less frustration trying to hire the “right fit”. She provides vetted, highly experienced virtual administrative assistants to business owners, independent consultants, and independent contractors. To contact Molly, visit: https://vexaservices.com/ Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:45:56

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Diamondback, Turtle, Lotus Flower, Bamboo, Matcha | Marguerita Cheng

3/30/2022
Marguerita (Rita) Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls. To contact Rita, visit: https://margueritacheng.com Welcome to Profiles in Success and thank you for listening! For more visit: https://profilesinsuccess.com/ Work with us: https://www.bernhardtwealth.com/

Duration:00:19:39