Introducing The Investopedia Advisor Council Making Financial Education More Accessible For All

Introducing the Investopedia Advisor Council: An editorially-selected group of independent U.S.-based financial advisors who showcase a commitment to making financial education more accessible for all, and are dedicated to empowering fellow advisors, their clients, and Investopedia readers. These founding 25 Advisor Council members applied to this program, and are paid Investopedia contributors sharing their expertise by writing articles and contributing to other editorial initiatives on an as-needed basis to further our joint financial literacy missions. Click here to learn about the founding cohort of the Investopedia Advisor Council, including:

Marguerita Cheng, CEO of Blue Ocean Global Wealth in Maryland, specializes in financial planning, retirement, student loans, and investing. As a CFP Board Ambassador, she educates the public on ethical financial planning and serves as a Women’s Initiative (WIN) Advocate.

Marguerita is a former president of the Financial Planning Association’s National Capital Area chapter and collaborates with the Virginia Council on Economic Education (VCEE), a nonprofit dedicated to equipping K-12 students with essential economic and financial skills. She also teaches financial planning and investment management at the Personal Finance Institute at George Mason University.

Marguerita In The News

US News: "Women and Investing: Statistics Show Progress, Not Parity"

Aug. 19, 2024 — "Women's Equality Day is Aug. 26. Here's what top studies have to say about gender equity in investing," writes Marguerita Cheng, CFP® Pro in today's issue of US News & World Report. "According to a 2021 survey by Fidelity Investments, 67% of women were investing outside of their retirement accounts, which is up from 44% in 2018. The participation rate of women in the financial markets has been on a steady increase in recent years. Increased interest in women's investing trends has resulted in many surveys by different organizations."

Books

May 2023: In honor of Asian American and Pacific Islander Heritage Month (AANHPI), I am thrilled to be part of this book featuring the stories of 20 Asian women. It's the third installment of the Women Who BossUp series, which profiles women who have broken the mold to achieve, overcome difficulties or inspire change through relentless endeavor. Check it out!

TV Appearances

VettaFi, February 6, 2024 — As February 11 continues to inch closer, and closer advisors and financial service providers may be wondering what type of individuals in the industry will be attending the highly anticipated Exchange Conference. To help provide some more insight into this, VettaFi’s CMO, Jon Fee, recently sat down with Marguerita Cheng, the CEO, and Founder of Blue Ocean Global Wealth to discuss why she is on the “Road to Exchange.”

Webinars

Advisor Perspectives — Marguerita Cheng, CFP® Pro will be teaching a continuing education-eligible ethics training is now available free of charge to Advisor Perspectives Premium members on Monday, Oct. 17, 1 pm Eastern. Click here to sign up!