Marguerita (Rita) Cheng, CFP® is the Founder of The Authentic Asian and Kiplinger Advisor Collective. Marguerita (Rita) is also the Chief Executive Officer at Blue Ocean Global Wealth. Rita is a Registered Representative at Private Client Services and has been actively involved with organizations like Girls on the Run International and 261FearlessClubDCMetro. Marguerita (Rita) has served in various leadership roles and has a background in finance and East Asian language and literature. Rita is dedicated to supporting and empowering AAPI Female Leaders and promoting inclusivity and diversity within communities.
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November, 2013 - present
Registered Representative at Independent Financial Group
Registered Representative at Park Avenue Securities LLC
Registered Representative at The Investment Center
Registered Representative at Northland Securities, Inc.
Registered Representative at Triad Advisors