Certified financial planner (CFP), chartered retirement planning counselor (CRPC), retirement income certified professional (RICP) and certified divorce financial analyst (CDFA)
Regular columnist for Investopedia and Kiplinger
Member of the Diversity Advisory Group for the CFP Board
Expert in banking and savings, budgeting, divorce, education, financial planning, home loans, life insurance, personal finance, retirement, student loans and taxes
Margeurita (Rita) Cheng earned a BS in Finance and a BA in East Asian Language and Literature from the University of Maryland-College Park.
With several financial planning certifications under her belt, Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning.
The chief executive officer of financial advisory firm Blue Ocean Global Wealth, Cheng helps people meet their life goals through the proper management of financial resources. She’s passionate about helping them navigate some of life’s most difficult issues — divorce, death, career changes and caring for aging relatives — so they can feel confident and in control of their finances.
Cheng takes pride in her ability to make a difference in people’s lives by helping them gain clarity when times are tough.
Publications and accomplishments
When she’s not running her award-winning financial advisory firm, Rita Cheng stays busy lending her expertise to various publications, nonprofits and community organizations.
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