45. Being a Spartan Warrior, Your Authentic Self, and Embracing Your Heritage While Achieving Your Goals With Penny Phillips, Co-Founder and President of Journey Strategic Wealth

We’re thrilled to welcome Penny Phillips In The Suite. Since her Twitter bio says it best, Penny is President and Co-Founder of Journey Strategic Wealth; she’s an industry consultant and…

Continue Reading 45. Being a Spartan Warrior, Your Authentic Self, and Embracing Your Heritage While Achieving Your Goals With Penny Phillips, Co-Founder and President of Journey Strategic Wealth

In the Suite Podcast Ep 4: Going From Fearful to Fearless with Marguerita M. Cheng, CFP®, RICP® – CEO of Blue Ocean Global Wealth

On a cold afternoon in early March, I headed five hours south to meet Marguerita M. Cheng, CFP®, RICP®, CEO of Blue Ocean Global Wealth, a registered investment advisor (RIA)…

Continue Reading In the Suite Podcast Ep 4: Going From Fearful to Fearless with Marguerita M. Cheng, CFP®, RICP® – CEO of Blue Ocean Global Wealth