Marguerita Cheng, CFP®

Marguerita Cheng is CEO of Blue Ocean Global Wealth and Blue Ocean Global Technology. 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.

Marguerita is a monthly columnist for the Washington Business Journal and Be Inkandescent magazine. A candid and passionate supporter of financial literacy and capability, she collaborates with the Virginia Council on Economic Education (VCEE), and teaches financial planning and investment management at the Personal Finance Institute at George Mason University, where she helps educators enhance their understanding of economics and personal finance. She is also committed to supporting women and diversity in the financial planning professional profession, serving as a CFP Board Women’s Initiative (WIN) Advocate.