Rita Cheng

Rita Cheng

CFP®, CDFA, CRPC
  • About Rita
  • Questions & Answers

Advisor Details

Contact Advisor
Company
CEO at Blue Ocean Global Wealth
Address
51 Monroe Street Plaza West 6
Rockville MD, 20850
Phone
(301) 502-5306
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About Rita

Rita works with families, entrepreneurs, and executives to help them identify and achieve their financial goals.

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita has been quoted and featured in numerous national publications. Marguerita is a columnist for Be Inkandescent Magazine, and a personal finance contributor to Market Intelligence Center and Washington Business Journal. She is a CFP® professional, a Chartered Retirement...

Education

  • BS, Finance, University of Maryland College Park

Certifications

Registrations
Designations
?

Typical Clients & Fee Structure

Typical Clients

Business Owners
People near retirement
Women

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.

Disclaimer

Investing involves risk including the potential loss of principal. No strategy can assure success or protects against loss. Past performance is no guarantee of future results. Asset allocation does not ensure a profit or protect against loss. There is no guarantee that ...