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Diamondback, Turtle, Lotus Flower, Bamboo, Matcha | Marguerita Cheng

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!

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

Marguerita Cheng

Gordon J Bernhardt

Author and Podcaster

President and founder of Bernhardt Wealth Management and author of Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area. Gordon provides financial planning and wealth management services to affluent individuals, families and business owners throughout the Washington, DC area. Since establishing his firm in 1994, he and his team have been focused on providing high quality service and independent financial advice to help clients make informed decisions about their money.