May Cheung CFP®

Wealth Manager

I am May Cheung, a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ Professional at The Enrichment Group.

In 1985 I met Kathleen Day, the founder of The Enrichment Group. At that time I was working to obtain my real estate license and was employed as an accounting manager at a property management firm in Coral Gables. I hadn’t really considered Financial Planning as a career until Kathie introduced me to the personal benefits and rewards that come from helping people reach their financial goals.

As a result, I immediately signed up for the CFP® courses and joined The Enrichment Group in 1992. In 1995 I completed my certification, and soon after received licenses in both brokerage and insurance.

My specialty is working with the “sandwich generation”, or those who are caught between caring for their elderly parents and their growing children. It is rewarding to show this generation how planning ahead can alleviate financial burdens and stress among family members.

It is personally fulfilling to guide my clients as they achieve their financial dreams. I believe that money is a powerful tool that can be used to achieve a variety of goals, especially a healthy, happy and harmonious lifestyle.

I also have an interesting background that has allowed me to appreciate cultural diversity and empathize with clients from different walks of life. You see, I was born in Toronto, raised in Hong Kong and have lived in Miami since 1982. I am also fluent in English and Cantonese.

Living a life of enrichment is one of the great rewards of being a Wealth Manager at The Enrichment Group. In my spare time, I truly enjoy traveling, singing, volunteering, hosting small group financial planning seminars and teaching Sunday school to children at my church.

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May Cheung CFP®

Wealth Manager

Areas of Expertise

  • Multi-Generational Financial Life Planning

Education

  • Bachelor’s of Business Administration, York University in Toronto, (1979)

Certifications / Credentials

  • Certified Financial Planner™ Practitioner

Memberships

  • Financial Planning Association
  • Miami Association of Realtors