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Rita Cheng

Rita Cheng

Formal First Name
Marguerita (Rita)
Links
Website LinkedIn
Location
Washington DC
Rita Cheng, CFP®, RICP®, CAP®, is the Founder and CEO of Blue Ocean Global Wealth, an independent investment advisory firm focused on delivering prudent financial advice, comprehensive risk management, and long-term investment education. With more than two decades of experience in the financial services industry, Cheng is widely recognized as a trusted authority on ethical financial planning, retirement strategy, and investor advocacy. A leading voice in personal finance, Rita Cheng is deeply committed to educating the public, policymakers, and the media on the importance of competent, fiduciary-driven financial guidance. She is a highly sought-after financial writer and speaker whose insights regularly appear in top-tier outlets including Forbes, The Wall Street Journal, CNBC, Reuters, Kiplinger, U.S. News & World Report, Time, and HuffPost. Before founding Blue Ocean Global Wealth, Cheng served as a Financial Advisor at Ameriprise Financial and previously worked as an Analyst and Editor at Towa Securities in Tokyo, Japan.

Professional Experience

Academic History

CURRENT AFFILIATIONS

  • Member, CNBC Financial Advisor Council

  • Board of Directors, CFP Board

  • Advisory Board Member, Forbes

  • Registered Representative, Private Client Services FINRA

  • Founding Member, The Authentic Asian


DESIGNATIONS

  • Certified Financial Planner® (CFP®)

  • Chartered Retirement Planning Counselor®

  • Retirement Income Certified Professional®

  • Chartered SRI counselor (CSRIC®)

  • Chartered Advisor of Philanthropy® (CAP®)


MEDIA PRESENCE & THOUGHT LEADERSHIP

  • Rita Cheng, CFP®, RICP®, CAP®, is a nationally recognized financial thought leader with a strong and consistent presence across major media platforms and professional organizations.

  • She is a regular columnist for Kiplinger and U.S. News & World Report, where she provides practical, fiduciary-focused guidance on personal finance, retirement planning, and investor decision-making.

  • She has also served as a spokesperson for the AARP Financial Freedom Campaign, helping educate Americans on long-term financial security and responsible planning.

  • She served on the Financial Planning Association (FPA) National Board of Directors from 2013 to 2015 and previously held the role of President of the FPA National Capital Area (FPA NCA), contributing to professional standards, education, and advocacy within the industry.

  • Her impact and leadership have earned widespread recognition. In 2023, she was ranked No. 2 on the Investopedia Top 100 Most Influential Financial Advisors list.

  • She was named a “Woman to Watch” by InvestmentNews in 2017 and was later recognized among Money Magazine’s Best Women Planners in 2025, reflecting her continued influence and excellence in wealth management.

  • In addition to her regular columns, Rita Cheng is frequently quoted and featured in leading global media outlets, including Forbes, Business Insider, Reuters, The Wall Street Journal, The Guardian, Yahoo Finance, Entrepreneur, and MarketWatch.

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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