Marguerita (Rita) Cheng, CFP®

Washington DC-Baltimore Area
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The Authentic Asian

The Authentic Asian

Tuck Executive Education at Dartmouth

Tuck Executive Education at Dartmouth

Articles by Marguerita (Rita)

Don’t Measure Your Self Worth by Your Net Worth

By Marguerita (Rita) Cheng, CFP®

Sep 27, 2018
Personal Financial Agility using the Personal Agility LighthouseTM model: Adapting to a Rapidly Changing Landscape

By Marguerita (Rita) Cheng, CFP®

Apr 30, 2018
The Changing Financial Landscape- Stretching retirements funds through proactive planning

By Marguerita (Rita) Cheng, CFP®

Sep 5, 2017

Contributions

How can you communicate with clarity and confidence during high-pressure situations?

When we commit to active listening, we develop a great understanding of the context of the situation. We need to learn to listen because listening with intent allows us to learn.

Marguerita (Rita) Cheng, CFP® contributed 4 months ago Upvote
How can you communicate with clarity and confidence during high-pressure situations?

When we commit to active listening, we develop a great understanding of the context of the situation. We need to learn to listen because listening with intent allows us to learn.

Marguerita (Rita) Cheng, CFP® contributed 4 months ago Upvote
How can you make a succession plan that adapts to change?

Take the time to reflect and think about your desired outcome. The process can seem overwhelming, so think of positive role models and your ideal outcome.

Marguerita (Rita) Cheng, CFP® contributed 6 months ago Upvote

Activity

“It’s Gotta Be A CFP®” — I’m so proud of this team and our campaign to make consumers more aware of the value of working with a CERTIFIED FINANCIAL…

“It’s Gotta Be A CFP®” — I’m so proud of this team and our campaign to make consumers more aware of the value of working with a CERTIFIED FINANCIAL…

Liked by Marguerita (Rita) Cheng, CFP®
Cooking is sort of a burden and sort of fun. Does it intangibly enrich family life? Does it give everyone a subterranean feeling of well-being they…

Cooking is sort of a burden and sort of fun. Does it intangibly enrich family life? Does it give everyone a subterranean feeling of well-being they…

Shared by Marguerita (Rita) Cheng, CFP®
CFP Board is committed to expanding access to the education and experience needed to pursue CFP® certification and supporting talent development in…

CFP Board is committed to expanding access to the education and experience needed to pursue CFP® certification and supporting talent development in…

Liked by Marguerita (Rita) Cheng, CFP®

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Experience

The Authentic Asian
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Washington D.C. Metro Area
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Louisville, Kentucky Area
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Washington D.C. Metro Area
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Washington D.C. Metro Area
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Washington D.C. Metro Area
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Maryland
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  Greater Denver Area
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  Washington D.C. Metro Area
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Washington D.C. Metro Area
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Bethesda, MD
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Miami/Fort Lauderdale Area
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Washington D.C. Metro Area

Education

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2022 - 2022
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Activities and Societies: Alpha Phi Omega

Licenses & Certifications

CyberReadyMBE® Certificate of Completion

National Minority Supplier Development Council (NMSDCHQ)

Issued Mar 2023

See credential
DACFP Certificate in Blockchain and Digital Assets

Digital Assets Council of Financial Professionals

Issued May 2022

See credential
CyberReadyMBE® Designation

National Minority Supplier Development Council (NMSDCHQ)

Issued May 2023 Expires May 2024

See credential
Chartered Advisor in Philanthropy®

The American College of Financial Services

Issued Jul 2023 Expires Dec 2023

Credential ID 78400231

See credential
Certified Divorce Specialist (CDS)

The NADP-The National Association of Divorce Professionals

Issued Mar 2022 Expires Mar 2023

Credential ID puug9or7n6

See credential
Minority Business Enterprise (MBE)

Capital Region Minority Supplier Development Council

Issued Jan 2022 Expires Feb 2023

Credential ID CR32605

See credential
Women's Business Enterprise (WBE)

WBEC Greater DMV

Issued Jan 2022 Expires Jan 2023

Credential ID WBE2200108

See credential
Chartered SRI Counselor or CSRIC™ Professional Designation

College for Financial Planning

Issued Dec 2020 Expires Dec 2022

See credential
Retirement Income Certified Professional®

The American College of Financial Services

Issued May 2015 Expires Dec 2021

Credential ID 28051051

See credential
Certified Financial Planner (CFP)

CFP Board

Issued Aug 2004 Expires Nov 2021

See credential
Chartered Retirement Planning Counselor℠ or CRPC® Professional Designation

College for Financial Planning

Issued Aug 2001 Expires Aug 2021

See credential

Honors & Awards

Ameriprise Financial Presidential Award for Quality of Advice

Ameriprise Financial

2010
Monbugakusho Scholar

Japanese Department of Education

Languages

English

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Japanese

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More activity by Marguerita (Rita)

Here’s what you will and won’t get automatically if your flight gets canceled now—and later this year when new rules take effect.

Shared by Marguerita (Rita) Cheng, CFP®

To help older adults protect themselves from financial cons, CFP Board Ambassador Charles C. Weeks Jr., JD, CFP® suggests choosing “multiple people…

Liked by Marguerita (Rita) Cheng, CFP®

New research explores why some octogenarians have exceptional memories.

Shared by Marguerita (Rita) Cheng, CFP®

"If you want to go fast, go alone. If you want to go far, go together.” The world is smaller than it has ever been because we are all more connected.…

Liked by Marguerita (Rita) Cheng, CFP®

Wealth Management EDGE 2024 is a wrap! A week of hearing from the top industry leaders and learning how to enhance my business. I had the…

Liked by Marguerita (Rita) Cheng, CFP®

The innovative structure of Berkshire Hathaway stands out—and benefits shareholders

Shared by Marguerita (Rita) Cheng, CFP®

"Don't give yourself a discount - just don't". "If you want something, we have to give it to ourselves. Don't give yourself a discount". - Lucy…

Liked by Marguerita (Rita) Cheng, CFP®

I'm excited to speak at DACFP VISION, the premier digital assets investment conference, from June 2-4 in Austin, TX. Join me and other industry…

Shared by Marguerita (Rita) Cheng, CFP®

#AAPIHM #AAPIHeritageMonth #CFPpro #CFPproDiversity #FinancialPlanning

Liked by Marguerita (Rita) Cheng, CFP®

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