Marguerita Cheng, CFP®, RICP®,

Blue Ocean Global Wealth

Marguerita Cheng, chief executive officer, Blue Ocean Global Wealth, is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Ms. Cheng also serves as a Women’s Initiative Advocate and a subject matter expert for the CFP® Board, contributing to the development of examination questions for the CFP® Certification Examination. She is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named as the one of Investopedia’s “Top 100” (she was ranked third), a “Woman to Watch” by Investment News, and a “Top 100 Minority Business Enterprise” by the Capital Region Minority Supplier Development Council.