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Rita Cheng

CFA®, CFP®, CRPC®
Blue Ocean Global Wealth
Gaithersburg, Maryland
Insight, Clarity, and Purpose for Women and their Families
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Meet Rita

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Our Ideal Client - Rita Cheng
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Why I AM Different - Rita Cheng
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Education is Core to Our Firm - Rita Cheng
Video Transcripts

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan.

Marguerita has been quoted and featured in numerous national publications. Marguerita is a spokesperson for the AARP Financial Freedom Campaign, a columnist for Be Inkandescent Magazine, and a personal finance contributor…

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan.

Marguerita has been quoted and featured in numerous national publications. Marguerita is a spokesperson for the AARP Financial Freedom Campaign, a columnist for Be Inkandescent Magazine, and a personal finance contributor to Market Intelligence Center and Washington Business Journal. She is a CFP® professional, a Chartered Retirement Planning Counselor(SM), 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 subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. Marguerita also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She proudly serves on the FPA National Board of Directors and is a member of its finance committee. Marguerita is the 2013 Chair of the Financial Planning Association of the National Capital Area (FPA NCA).

As a candid and passionate supporter of financial literacy and capability, she collaborates with the Virginia Council on Economic Education (VCEE), and teaches financial planning and investment management at the Personal Finance Institute at George Mason University, where she helps educators enhance their understanding of economics and personal finance.

She studied at Keio University in Tokyo, Japan, and earned her B.S. in Finance and her B.A. in East Asian Language and Japanese Literature from the University of Maryland, College Park. Marguerita is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.

You can find more information at https://www.blueoceanglobalwealth.com .


Services offered

Investment management
Financial planning
Retirement planning
College planning
Insurance management
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Fee & Commission

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™
CRPC® - Chartered Retirement Planning Counselor℠

Memberships

FPA - Financial Planning Association
CFA Institute - Chartered Financial Analyst Institute

Education

Other post-graduate
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