Rita Cheng

Rita Cheng

Formal First Name
Marguerita (Rita)

Rita Cheng is the Chief Executive Officer of Blue Ocean Global Wealth. As a CFP Board Ambassador, she helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Cheng is also subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. She is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia and Kiplinger.

Professional Experience

Academic History

  • Cheng is is a CFP® professional, a Chartered Retirement Planning Counselor℠, a Retirement Income Certified Professional®, and a Certified Divorce Financial Analyst®.
  • She serves as a Women’s Initiative Advocate.
  • She also volunteers for CFP Board Disciplinary and Ethics Commission hearings.
  • She served on the Financial Planning Association National Board of Directors and is a past president of the Financial Planning Association of the National Capital Area.
  • She is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.
  • In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise by the Capital Region Minority Supplier Development Council.