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Marguerita M. Cheng, CFP®

CEO, Blue Ocean Global Wealth

Phone: 301.502.5306
E-mail: mcheng@blueoceanglobalwealth.com
www.blueoceanglobalwealth.com

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She is often featured in national publications. Cheng is a CFP® professional, a Chartered Retirement Planning Counselor℠, Retirement Income Certified Professional and a Certified Divorce Financial Analyst. She helps educate the public, policymakers and media about the benefits of competent, ethical financial planning. She serves as a subject matter expert for the CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. Cheng also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She is a past FPA National Board Member and a frequent speaker on financial planning, Social Security, diversity, elder care and retirement.

Latest Features

Building Wealth
July 2017

Confused About the Fiduciary Rule?

Investor advocates are jubilant while many financial services professionals are apprehensive, as regulations designed to ensure investors have access to objective retirement savings advice, are implemented.

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Building Wealth
July 2017

ERISA, the Fiduciary Standard and Where We Go from Here

Putting the DOL’s investor-protection rule into historical context sheds new light on what the future may hold for retirement savers.

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Building Wealth
June 2017

Congrats, grads! Now Start Tackling Your Student Debt

Just a few simple steps can help new college graduates make inroads in paying off their student loans and setting themselves up for a secure financial future.

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Building Wealth
April 2017

A Will Can Be a Beautiful Thing

If you’ve been putting it off because it's sad or uncomfortable, don't. Estate planning can be a loving tribute and source of comfort. Here’s what to consider.

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Building Wealth
February 2017

How to Have a Happy Valentine’s Day for Less

You don’t have to break the bank. Here are some simple, low-cost ways to show you care.

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Building Wealth
February 2017

A Crime of Passion, Sweetheart Scams Can Be Costly

My mom was one of thousands preyed upon by this nasty con. Here’s what to watch out for and how to protect those you love.

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Building Wealth
February 2017

Personal Finance Wisdom From the Year of the Rooster

When it comes to money and success, people born under the Chinese zodiac sign of the rooster can teach the rest of us a thing or two.

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Building Wealth
January 2017

4 Tips for Investing in This Bunny Market

Not a bear or a bull, today's market zigs and zags and can confuse us all.

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Building Wealth
September 2016

5 Ways to Save on Back-to-School Shopping

Make a budget and stick to it when spending on your kids.

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Building Wealth
July 2016

4 Ways Investors Can Deal with the Brexit Fallout

Don't panic. You just need to focus on your long-term financial plan.

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Building Wealth
June 2016

5 Free Apps to Help You Control Your Finances

Finally, financial help is right at your fingertips.

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Building Wealth
June 2016

6 Smart and Simple Money Tips for New Grads

Start your journey to wealth creation on the right foot.

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Building Wealth
April 2016

5 Fun Ways to Teach Kids About Money

You can help your children spring into financial literacy by incorporating money talks with enjoyable activities.

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Building Wealth
March 2016

How Financial Planning Is Like Playing Sports

Both can help you improve your life by boosting your confidence and encouraging smart decision-making.

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Building Wealth
February 2016

Year of the Monkey: What the Chinese Zodiac Can Teach Us About Personal Finance

Here are some lessons we can learn from this charming and energetic creature.

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Building Wealth
February 2016

How to Overcome Your Fear of Financial Planning

Starting something new can be scary, but if you're patient, have a good support system and learn to make it fun, you might just discover a passion that can improve your life.

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Building Wealth
December 2015

The Future of Impact Investing

Millennial investors say they seek a social return along with financial gains. Time for financial planners to hear the message.

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