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, CRC, NCC, LPC, CLCP, is a Life Care Planner, Vocational Rehabilitation Consultant, and Licensed Attorney with over 15 years of experience as a Rehabilitation Professional. Ms. O’Callaghan has consistently provided the highest standards of professional ethics while staying current with the needs of modern and complex litigation. Her experience and training gives a unique perspective as a forensic rehabilitation evaluator. She has an in depth understanding of the evidentiary requirements of an expert’s evaluation and conclusion, including the importance of following an accepted methodology in the process and preparation of an opinion. Ms. O’Callaghan is a member of the International Association of Rehabilitation Professionals, International Academy of Life Care Planners, Michigan Rehabilitation Association, and the Michigan Bar Association. She is also a qualified Vocational Expert by the Social Security Administration. Erin O’Callaghan has been providing Litigation Support to counsel for Plaintiff and Defense for 15 years. She has provided over 1,000 cost projections and has testified in both Federal and State cases. Ms. O’Callaghan has specialized knowledge of the Affordable Care Act, Social Security issues and Medicare Set Asides. Her services include case management, earning capacity evaluations, life care planning and lien disputes. Litigation Support Services for:
Dr. Christopher A. Lowery, DHSc, CLCP is a Clinical Health & Rehabilitation Consultant with a special interest in helping individuals and organizations with public health impairment issues.
Since 2002, Dr. Lowery passion is to educate, empower and provide hope to individuals that deal with catastrosphic health impairments by educating them on how to live a better quality of life due to poor health care conditions, which will address social, cultural and behavioral barriers across all diverse populations.
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).
Due to the broad knowledge of education, he practice as an expert on the following topics: expert testimony, litigation support, vocational evaluations, employment support/job placement, earnings capacity evaluations, rehabilitation consulting, life care planning, provide reviews/opinions on independent medical examinations, disability case management, and a wide range of public health, medical, psychological and psychosocial aspect of disabilities.
**If you have a case that needs Dr. Lowery's expertise, please feel free to give his office a call for a free consultation.
Note: Please see below or website for more expertise areas. Areas of Expertise:
Dr. Michael J. Perrotti, Ph.D., a member of the National Academy of Neuropsychology, specializes in Clinical and Forensic Psychology. He has over 30 years of experience with consumers, courts, and counsel including civil, prosecution, defense counsel, family court and the US Government. Dr. Perrotti contributes to the profession as an Expert Consultant for the State of California Board of Psychology, and the California Board of Behavioral Science Examiners and is certified by LA County System Court as an Expert Witness in Neuropsychology, eyewitness ID and false confession.
Dr. Perrotti was an Assistant Professor of Psychiatry & Behavioral Science at the Keck School of Medicine, USC (2005-2006), and conducted complex neuropsychological evaluations in USC. Dr. Perrotti possesses specialized training and has clinical and research interns. His practice is an approved internship site at UCLA. He also has expertise in the area of Assessment of Sexual Deviation and Evaluation of Child Sexual Abuse Allegations. His training, experience, and use of the Abel Assessment of Sexual Interest Computerized Test from the Abel Center in Atlanta, Georgia, enables him to add a state-of-the-art sophisticated tool for the evaluation of sexual offending. Dr. Perrotti has served as an expert witness for plaintiff and defense in personal injury and employment and workplace matters. Dr. Perrotti was awarded the Volunteer Services Award from the President's Volunteer Council as Service and Civic Participation, the White House. Dr. Perrotti is a member of the Orange County Sheriff's Reserve, Professional Services Division.