Say hello to Marguerita Cheng, CFP® Pro, who is the founder, and CEO of the Washington, DC-based financial planning firm Blue Ocean Global Wealth.
The host of the weekly podcast and TV show, Margaritas with Marguerita, Rita and her guests offer insights into the world of financial planning to help us all flex our money muscles. Join us every Friday for the 15-minute episodes live on Facebook, and produced on Rita’s show page on Inkandescent Radio at MargueritaChengRadio.com, and her YouTube channel, MargueritaCheng.tv.
A prolific speaker, columnist, and spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger, Rita (as her clients, colleagues, and friends know her), is the author of Wealth Management Rules: 12 Tips to Help You Harness Your Financial Know-How.
Rita’s certifications include CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional®, and a Certified Divorce Financial Analyst.
As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita not only helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning, she serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination.
She also volunteers for the CFP Board Disciplinary and Ethics Commission (DEC) hearings. She has also served on the Financial Planning Association (FPA) National Board of Directors from 2013-2015. She is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).
Rita’s many awards include the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).
Her mantra: “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).
“Let’s change that,” says Rita, who we are excited to interview soonest and share her wisdom, logic, and insight into What’s Next in Personal Finance. Stay tuned for more!
Click here to get your copy of Wealth Management Rules — the ebook that will change how you look at the future of your finances.