Wealth Management Rules: 12 Tips to Help You Harness Your Financial Know-How

By Marguerita Cheng

A Note from Hope Katz Gibbs, creator, Inkandescent PR + Publishing Co. — Are you ready to harness your financial know-how? That’s exactly what you’ll do in Financial Management Rules, an eBook written by experienced financial planner Marguerita M. Cheng, CFP® Pro, with journalist and publicist Hope Katz Gibbs, and her Inkandescent Publishing Company.

Divided into four sections, the 12 tips in the book are designed to help readers:

  • Know how they actually think about wealth (you may surprise yourself)
  • Know how to better understand what messages they’ve been sent by parents, media, and society about wealth — some of which may be keeping them from actually being wealthy
  • Know how the wealth management world works
  • And, know how to balance love, money — and their increasing wealth

“Anyone can accumulate wealth and peace of mind—all they need is the know-how,” insists Cheng, who has been a Certified Financial Planner Professional for decades and was the 2013 chair of the Financial Planning Association of the National Capital Area (FPA NCA).

“My greatest joy and passion is touching the lives of others so that they may achieve their personal financial success,” says Cheng, president, and CEO Of Blue Ocean Global Wealth Management in Maryland, who provides corporations and institutions with portfolio construction, investment due diligence, and risk-management consulting services. “This book is my way of giving back to my clients and other women, the underrepresented and underserved, and other multicultural families like my own. My goal is to help readers achieve this goal with these 12 tips because everyone deserves to have peace of mind when it comes to their financial future.”

Click here to buy the book: WealthManagementRules.com.


About Marguerita Cheng: Rita is the founder and Chief Executive Officer of Blue Ocean Global Wealth.  She has also been a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Previously, she was a Financial Advisor at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan.

Her certifications include: CFP® professional, Chartered Retirement Planning CounselorSM, Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, 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.

Rita volunteers for several organizations including: 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 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).

Her awards include: 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).

Click here to learn more about Blue Ocean Global Wealth., and for details send Rita an email.