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:
RETAINED BY 400 LAW FIRMS IN 28 STATES
Depositions: 800+ Mediations & Arbitrations: 100+ Trial Testimony: 80 in 30 Superior Courts More than 10,000 properties inspected.
AREAS OF EXPERTISE
California, Florida, Texas, New Jersey, Massachusetts, Ohio Nevada, Arizona, Washington, South Carolina, North Carolina, Iowa Hawaii, Idaho, Alabama, Colorado, Pennsylvania, Oklahoma Montana, Tennessee, Mississippi, Missouri, North Dakota, Washington D.C.
Standard of Care; Custom and Practice Building & Safety Codes Fair Housing Practices (FEHA) Personal Injury (Slip, Trip & Fall) Premises Liability Landlord/Tenant
Multi-family Units Managed: 25,000 Association, Hospitality, & Timeshare Units Managed: 100,000 Associations Managed: 1,000 Commercial Properties Managed: 1,250,000 sq.' Mobile Home & RV Spaces Managed: 3,800 Single Family Units Managed: 3,500 Commercial Property Inspections Performed: 900 Association Property Inspections Performed: 3,600 Parking lots and Parking Structures: Personal Injury; Snow & Ice