Currently

Chief Executive Officer of Blue Ocean Global Wealth

Resides In

Gaithersburg, Maryland

Education

University of Maryland

Expertise

Financial Planning, Personal Finance, Retirement, Student Loans, Investing

Company Info

Blue Ocean Global Wealth

Summary

  • Member of Investopedia's Financial Review Board
  • Marguerita is a CFP, a Chartered Retirement Planning Counselor, a Retirement Income Certified Professional, and a Certified Divorce Financial Analyst.
  • Serves on the Board of Directors of the Association for Divorce Financial Planners
  • Marguerita has been on the Investopedia Top 100 Advisors list every year since 2017

Experience

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, Marguerita was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for 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 (FPA NCA).

Marguerita 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. She is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.

Education

Marguerita received her B.S. in Finance from the University of Maryland, and is a recipient of the prestigious Japanese Monbukagakusho Scholarship. 

Quote from Marguerita Cheng

"Financial planning is intellectually stimulating, emotionally gratifying, and financially rewarding—and it delivers positive societal impact to our community."