- Member of Investopedia's Financial Review Board
- Chief Executive Officer at Blue Ocean Global Wealth
- CFP® professional, CRPC®, RICP® and Certified Divorce Financial Analyst®
As a Certified Financial Planner Board of Standards (CFP® Board) Ambassador, Marguerita Cheng 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 member of the Diversity Advisory Group (DAG) for CFP® Board. 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). She served as a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist.
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, CFP®
"Financial planning is intellectually stimulating, emotionally gratifying, and financially rewarding—and it delivers positive societal impact to our community."