Marguerita M. Cheng, CFP®, CRPC®, RICP®, CDFA™, Chief Executive Officer at Blue Ocean Global Wealth, is a Certified Financial Planning Expert with 18 years of experience. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Ms. Cheng is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Ms. Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).
Marguerita Cheng CNBC Interview on Social Security
Awards and Honors - Ms. Cheng is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).
Litigation Support - Ms. Cheng 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. She also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. Services to attorneys representing plaintiff and defendant include financial due diligence, thorough reporting, depositions, and trial testimony as needed.
Areas of Litigation Expertise:
Erin O’Callaghan BS, MA, JD, LPC, CRC, NCC, CLCP, is a member of the International Association of Rehabilitation Professionals, International Academy of Life Care Planners, Michigan Rehabilitation Association, and the American Board of Vocational Experts. Ms. O’Callaghan has worked diligently for 15 years as a rehabilitation professional providing the highest standards of professional ethics. She has extensive occupational knowledge of the current labor market and how limitations may impact employability and earnings capacity. She provides consultation services in the areas of: Life Care Planning - In depth analysis of medical records, injuries, relevant guidelines for case facts and future care. Application of standardized methodology in the preparation of a Life Care Plan. Written and /or verbal consultation with members of treatment team and evaluators for use in the development of a lifelong plan of care. Wage Earning Capacity - Evaluation of transferable skills, labor market information, and geographical employment opportunities subsequent to an injury or disability to determine employability and/or loss of earnings capacity. Vocational Rehabilitation - Full range of vocational rehabilitation services including vocational counseling, job seeking skills training, rehabilitation, and adjustment to disability counseling. View Erin O’Callaghan's Expert Witness Profile.
Healthways Services, is a small practice that offers a wide variety of Health and Human Service programs, which are designed to help individuals and organizations achieve unparalleled successful outcomes. The program is called "Project S.T.O.P. (Self Taking On Prevention)," in which he educate, provide hope, empower, and encourage client's as they work toward achieving excellent success. Services Include:
Dr. Christopher A. Lowery, DHSc, CLCP is a Clinical Health & Rehabilitation Consultant with a special interest in helping individuals and organizations on global health issues. Since 2002, Dr. Lowery work emerged primarily with a global health focus and the passion to educate, empower and provide hope to individuals and organizations that need outstanding tough results in the delivery and evaluation on medical catastrosphic injury cases.
He currently hold the following degrees from University of North Texas, Bachelor of Science in Rehabilitation Studies (07); University of Oklahoma, Master of Arts in Human and Health Administration Services (10); Capital University Law School, Post-Speciality Certificate in Life Care Planning (12); University of Arkansas, Post-Master's Certificate in Rehabilitation Counseling (14); and Nova Southeastern University, Doctor of Health Science in Global Health (16).
Dr. Lowery's primary research project focuses on the interface between medical, psychological and psychosocial aspect of disabilities, such as understanding their barriers and enablers, and targeting long term life care planning health improvments within the context of cognitive and reality appraoches by preventing poor health and injury outcomes, improving good health and enhancing quality of life.
**If you have a case that needs Dr. Lowery's expertise, please feel free to give his office a call for a free consultation.
Neuropsycholgical Assessment Sanity / Competency to Stand Trial Assessment Police Misconduct Suggestibility Testing Crime Scene Investigation in Report Formulation Sexual Predator Determination Effects of Psychotropic Medications on Confession Expert Neuropsychologist in Sexual Assault Trial Disability Determination for Social Security Office of Hearings & Appeals Expert in Bonding Studies and False Confessions PTSD (acute and complex) in General, Law Enforcement, and Iraq War Veterans Panic Disorders and Phobias Custody Evaluation Severe Trauma in Children, Adolescents, and Adults False Confessions