Marguerita (Rita) Cheng, CFP®
Rita is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to founding Blue Ocean Global Wealth, she was a financial advisor at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan. An in-demand financial writer and speaker, Rita has contributed her expertise to numerous media outlets including Forbes, The Wall Street Journal, CNBC, Reuters, Kiplinger, Huffington Post, U.S. News & World Report, Time and more. Rita has volunteered with CFP Board since 2007 (when CFP Board relocated from Denver to Washington, D.C.). She is a founding member of CFP Board’s Diversity Advisory Group (DAG), has served on the Planning Committee of the Center for Financial Planning’s Diversity Summit each year since its inception, and has served as a CFP Board Ambassador since 2012.
Rita also served on the Financial Planning Association (FPA) National Board of Directors (2013-2015) and is a past president of the FPA of the National Capital Area (FPA NCA). She earned her Bachelor of Arts in East Asian language and literature and her Bachelor of Science in finance from the University of Maryland. She earned her CFP® certification in 2004.