Advisor Council

Marguerita Cheng, CFP

Courtesy Marguerita Cheng

Marguerita (Rita) Cheng is the CEO of Blue Ocean Global Wealth in Gaithersburg, Maryland. She is a certified financial planner and serves on the board of directors for CFP Board.

Cheng is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger and U.S. News & World Report. In 2022, she was named the #4 Most Influential Financial Advisor in the Investopedia Top 100.

Cheng can be reached via email at