Marguerita Cheng, CFP®, RICP®
Chief Executive Officer, Blue Ocean Global Technology
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 is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger.
- She is a 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 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.
- Marguerita also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings.
- She 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 (FPANCA).
- Rita is a recipient of 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).
- Georgetown University, Executive Certificate in Financial Planning
- University of Maryland at College Park, BS in Finance
- Keio University, Tokyo, Japan, Mombusho Scholar
- University of Maryland at College Park, BA in East Asian Languages
- Certified Divorce Financial AnalystSM
- Certified Financial PlannerTM Certificant
- Chartered Retirement Planner CounselorSM
- Retirement Income Certified Professional®