Marguerita Cheng, CFP®, RICP®

Chief Executive Officer, Blue Ocean Global Technology

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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).

EDUCATION

  • 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

PROFESSIONAL CERTIFICATIONS

  • Certified Divorce Financial AnalystSM
  • Certified Financial PlannerTM Certificant  
  • Chartered Retirement Planner CounselorSM
  • Retirement Income Certified Professional®