MC
Marguerita Cheng
Gaithersburg, MD
Verified Identity
CEO & Founder at
Blue Ocean Global Wealth
Years of Experience
24 years
Number of Clients
68
Average Client Size
$500,000
Member Since
2022
Allow Me to Introduce Myself
Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most dif...
Clientele
Retirees
Surviving Spouses
Divorcees
Businesswomen
Services Provided
Estate Planning Strategies
Financial Planning
Retirement Planning
Investment Management
Specialties and Expertise
Retirement Income
Business Ownership Strategies
Portfolio Construction
Cash Flow Analysis
Credentials and Designations
Chartered Retirement Planning Counselor®
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Certified Financial Planner™
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Retirement Income Certified Professional®
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Pricing Models
Flat FeeAUM
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: November 17, 2025