Marguerita M. Cheng, CFP®, CRPC®, RICP®
Marguerita M. Cheng, CFP®, CRPC®, RICP®, is the chief executive officer at Blue Ocean Global Wealth. She is a past spokesperson for the AARP Financial Freedom campaign and a regular columnist for Investopedia and Kiplinger. Marguerita is a member of the Board of Directors for the Certified Financial Planner Board of Standards, Inc.
A CFP® professional, Marguerita is a member of the CNBC Digital Financial Advisor Council. In addition, she is an experienced Retirement Income Certified Professional® (RICP®) and a Chartered Retirement Planning Counselor® (CRPC).
As a CFP Board of Standards Ambassador, Marguerita educates the public, policymakers and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) advocate and member of the Diversity Advisory Group (DAG) for the CFP Board. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 to 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).
Rita is a recipient of the prestigious Japanese Monbukagakusho Scholarship. In 2017, she claimed the third Most Influential Financial Advisor spot on the Investopedia Top 100 Financial Advisors list and was included among InvestmentNews’ Women to Watch, which honors female leaders and role models in the financial industry.
Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health.”
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