Marguerita Cheng

Gaithersburg, MD

Verified Identity

CEO & Founder at

Blue Ocean Global Wealth

Years of Experience

24 years

Number of Clients

Average Client Size

$500,000

Member Since

2022

Allow Me to Introduce Myself

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most dif...

Clientele

Retirees

Surviving Spouses

Divorcees

Businesswomen

Services Provided

Estate Planning Strategies

Financial Planning

Retirement Planning

Investment Management

Specialties and Expertise

Retirement Income

Business Ownership Strategies

Portfolio Construction

Cash Flow Analysis

Credentials and Designations

CRPC®

Chartered Retirement Planning Counselor®

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CFP®

Certified Financial Planner™

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Pricing Models

Flat FeeAUM

Disclosures and Proof of License

SEC Profile

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