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Blue Ocean Global Wealth
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, policy makers 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.
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