Marguerita M. Cheng, CFP®, CRPC®, CSRIC®, RICP®

Marguerita M. Cheng, CFP®, CRPC®, CSRIC®, RICP® | 0:20 Who are you and what do you do?

Marguerita (Rita) Cheng is an advocate for competent and ethical financial planning, actively involved in educating the public, policy makers and media on its benefits. As the CEO of Blue Ocean Global Wealth, a financial advisory firm, Rita assists individuals in achieving their life goals through effective financial resource management. Her dedication lies in guiding people through challenging situations such as divorce, death, career changes and caring for aging relatives, empowering them to feel confident and in control of their finances. Rita takes pride in her ability to make a meaningful impact on the lives of others. Moreover, she generously volunteers her time as a charity runner for Girls on the Run, known as a SoleMate, raising funds to provide scholarships for girls. Rita holds esteemed certifications as a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor® (CRPC®), Retirement Income Certified Professional® (RICP®) and a Chartered SRITM Counselor (CSRIC®). She is an active member of the CNBC Financial Advisor Council and contributes regularly as a columnist for Kiplinger and US News & World Report. Previously, Rita served as a spokesperson for the AARP Financial Freedom Campaign and currently serves on the Board of Directors for CFP Board. Her influential role within the industry has garnered recognition, as she was ranked the #4 Most Influential Financial Advisor in the Investopedia Top 100 for 2022. Investment News also acknowledged her as a “Woman to Watch” in 2017.

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