A Note from Hope & Cynthia — We are so happy to introduce you to Marguerita Cheng, founder, and CEO of Blue Ocean Global Wealth. A prolific speaker, columnist of financial planning for women as a 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!