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:
Jeffrey C. Fox, PhD, MBA, MS, BLS, AAS, CHPA IV, CHS IV, served for 32 years in the field of Public Safety, 21 of which were with the VA State Police. He has over 20 years of personnel, administrative, and program management experience. Dr. Fox was a member of the American College of Forensic Examiners Institute where he holds a Level 4 Homeland Security Certification. He has completed the Federal Emergency Management Agency Professional Development Courses and was certified through the Virginia Department of Emergency Management as a trainer for incident command system training courses. As a practitioner, he was involved in the response and management of all types of events such as major disasters including floods, hurricanes, snow/ice storms, and the largest traffic crash in Virginia history. He has also managed and responded to civil unrests, protests, a sniper attack, dignitary protection, special event planning, and many major crimes.
Background - Dr. Fox began his law enforcement career as a military policeman in the U.S. Army and served as a town police officer, trooper, sergeant, first sergeant, and lieutenant. He served as a field lieutenant with the VSP and served as the assistant training officer where he managed the daily operations of the training academy. He also served as the statewide incident management program manager for the VA Department of Transportation in the operations and security division.
Teaching / Speaking Experience - Dr. Fox retired from state service as the Program Coordinator and Assistant Professor for the Homeland Security & Emergency Preparedness and Criminal Justice Cohort Programs for VA Commonwealth University. He served as an Assistant Professor and Chair of the Public Safety Adult Degree Completion Programs (Bachelors) [Criminal Justice and Homeland Security & Emergency Management] for Bluefield College. While the assistant training officer for the VSP, Dr. Fox collaborated with the University of Virginia and together they created the National Criminal Justice Command College. Having spent 20 years instructing at various criminal justice academies in a plethora of criminal justice, instructor development, and leadership courses, Dr. Fox has taught over 560 criminal justice and homeland security / emergency preparedness courses, and management / leadership courses which include over 18,000 classroom hours. He has taught over 85 criminal justice topics in police academies, which include over 4,000 hours of classroom instruction. Dr. Fox has served on over 35 boards or committees relating to criminal justice, homeland security, or training issues. He was tasked with overseeing the implementation of NIMS compliance issues for two large state agencies totaling approximately 6,000 employees. He has also overseen the development of several large distance-learning programs. Dr. Fox served as chairperson and committee member for many doctoral students in the public service leadership discipline. During his public service career, he earned over 167 commendations, awards, and honors for enforcement and service work, public speaking and instructing, and his academic achievements.
Litigation Support - Dr. Fox serves as an expert witness for attorneys representing Plaintiff and Defendant. His services include case review, thorough reporting, depositions, and trial testimony as needed.
Areas of Public Safety Expertise:
A senior clinical faculty member at Harvard Medical School, Harold J. Bursztajn, M.D., is active in patient care in medical, psychiatric and judicial education nationally. He is qualified in both state and federal courts and is nationally recognized as a distinguished impartial, clinical, ethical and forensic expert to P/D attorneys and institutions. Individual and multispecialty team consultations available.
Lois Kadosh is a Real Estate Broker who has served attorneys as a Consulting Expert and Expert Witness since 1987. Her services include Pre-Litigation Case Evaluation and Litigation Support. Ms. Kadosh has testified to the standard of care and practices of California sales agents and supervising brokers with respect to Real Estate Transactions at more than 65 depositions,9 trials and 4 arbitrations.
A real estate educator since 1983, Ms. Kadosh has written and taught numerous courses, including Real Estate Practice at UC Berkeley Extension and Ethics courses. She is the revision author of the Real Estate Practice Instructor and Student Study Guides for the California Community College system. Ms. Kadosh authored the Ethics chapter for the McGraw Hill Real Estate Handbook.
Areas of Expertise:
- Real Estate Ethics
- Agency Relationships
- Fiduciary Duty
- Due Diligence and Disclosure
Mary Wickens, JD, CFE, CHC has over 35 years experience in the Healthcare Insurance, Managed Care, and Compliance Industry. Her experience includes advising and counseling health care providers, insurers, government contractors, and others in compliance, ethics, fraud and abuse, Medicare, Medicaid and Federal Employees Plan, managed care, and other matters. Background Experience - Ms. Wickens is a former compliance officer for a major health insurer and former legal and compliance specialist for a CMS Medicare Program Safeguard Contractor. Also a former operations director for government programs (Medicare Part C, Medi-gap, and FEHBP) for a major HMO, she is experienced with government audits and investigations, commercial audits, as well as self-reporting and internal investigations. Ms. Wickens has decades of experience as in house counsel to HMOs and health insurers. She has drafted, developed, negotiated, and implemented numerous healthcare provider-payor contracts, and developed and implemented codes of conduct, ethics programs, compliance programs and numerous corrective action plans. Litigation Support - Mary Wickens provides litigation support, including skilled expert services, reports and testimony in federal False Claims Act cases, arbitrations, and provider-payer disputes. She is an experienced testifying expert, responsive to the needs of counsel, with excellent report writing skills. Ms. Wickens' services are available to counsel representing both plaintiff and defendant. Areas of Expertise: