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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, 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.
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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