Marguerita (Rita) Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, 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 difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances.  

Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign.

 

Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.

 

To contact Rita, visit: https://margueritacheng.com

Welcome to Profiles in Success and thank you for listening!

 

For more visit: https://profilesinsuccess.com/

Work with us: https://www.bernhardtwealth.com/