Marguerita (Rita) 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 for almost 15 years, and an Analyst and Editor at Towa Securities in Tokyo, Japan.
Rita has been quoted and featured in numerous national publications. She speaks on Diversity in America, Social Security Optimization, Financial Planning, Entrepreneurship, Advanced Business Retirement, The Intangibles of Success: Soft Skills, Effective Client Communication.
Rita is a spokesperson and consultant for the AARP Financial Freedom Campaign. She is a CFP® professional, a Retirement Income Certified Professional®, a Chartered Retirement Planning Counselor, and a Certified Divorce Financial Analyst. As a CFP Board Ambassador, Rita 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.
She proudly serves on the FPA National Board of Directors and is a member of its finance committee. Rita is the 2013 Chair of the Financial Planning Association of the National Capital Area (FPA NCA). Rita is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.
On a personal note, Rita serves on several boards including Girls on the Run, which is a transformational physical activity based positive youth development program for girls in 3rd-8th grade. The goal of the program is to unleash confidence through accomplishment while establishing a lifetime appreciation of health and fitness.
She is co-founder and co-director of 261 Fearless Club DC Metro. 261 Fearless programs empower women to take control of their lives through the freedom gained by running. The program creates and manages women's only non-competitive running clubs in 12 countries on 5 continents and provides unique education programs for women to become coaches and leaders. This program offers networking opportunities, health advice support and a sisterhood to women all over the world.
For more than 10 years, she has worked at George Mason University’s Personal Finance Institute.
She has served on the Parents Philanthropy Board at her alma mater, University of Maryland.
https://www.blueoceanglobalwealth.com/our-team.php