Taking care of what's important so you can focus on what matters most to you. Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. About Marguerita M. Cheng: Rita is the founder and Chief Executive Officer of Blue Ocean Global Wealth. She has also been a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Previously, she was a Financial Advisor at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan. Her certifications include: CFP® professional, Chartered Retirement Planning CounselorSM, Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. Marguerita’s Inspiration: Marguerita explains, “the book Blue Ocean Strategy, by W. Chan Kim and Renee Mauborgne, inspired my entrepreneurial vision of developing innovative solutions to address acute challenges. The authors argue that cutthroat competition results in nothing but a bloody red ocean of rivals fighting over a shrinking profit pool. Based on a study of 150 strategic moves (spanning more than 100 years across 30 industries), they believe that lasting success comes not from battling competitors but from creating ‘blue oceans,’ of untapped new market spaces ripe for growth.” Marguerita’s Mission:
The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. We embrace global diversity and steward the protection, growth, and distribution of our clients’ wealth. Marguerita’s Promise:
While industry standards demand that financial planning firms such as Blue Ocean Global Wealth are held to the highest fiduciary standard — we take those standards personally. Having worked in our industry for decades, I believe to my core that financial planning advice and wealth management services must be delivered to the public with objectivity, accountability, and transparency. I place client interests above those of anyone else — our firm, employees, and our shareholders. Learn more:
margueritacheng.com
blueoceanglobalwealth.com
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