Marguerita Cheng, CEO at Blue Ocean Global Wealth

Marguerita M. Cheng, CFP® is the CEO of Blue Ocean Global Wealth. She is a member of the CNBC FA Council and a contributor for Investopedia & Kiplinger. Marguerita is passionate about ensuring that her clients have clarity and confidence about planning for their financial future. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning.