Marguerita Cheng, CFP, is the founder and CEO of Blue Ocean Global Wealth, based in Gaithersburg, Maryland. A CFP professional since 2004, she also holds retirement-income and divorce-planning designations and works with clients on retirement, estate, and life-transition planning. Cheng is widely recognized in the profession: she has volunteered with the CFP Board since 2007, helped found its Diversity Advisory Group, served as a CFP Board Ambassador, and has been ranked among Investopedia’s most influential advisors. She is a fiduciary and a frequent commentator in national financial media. Earlier in her career she worked as a financial advisor and as an analyst in Tokyo. Her practice emphasizes accessible, education-first guidance for individuals and families.
Contact Information
Detailed Information
80/100
CFP certified +25RIA / Investment Adviser +20Fiduciary +9Retirement planning +6Estate planning +6Wealth management +6Verified profile +8
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Fiduciary Status
Yes (Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner