Maryland Daily Record: An Interview with Marguerita Cheng
July 23, 2020 — The Maryland Daily Record interviews Marguerita Cheng, CEO, Blue Ocean Global Wealth
Question: What do you consider your most significant professional accomplishment?
Marguerita: Launching my independent financial planning and investment advisory practice with young children. In addition to my caregiving responsibilities for my children and father, who was diagnosed with Parkinson’s disease, I helped clients navigate the global financial crisis and advance the financial advisory profession. I am most proud of my commitment to helping underrepresented populations prepare for CFP certification and expand the definition of wealth.
Question: Please share about your commitment to mentoring and the impact it has had on your life.
Marguerita: We all have time, treasure and talents to positively impact the lives of others. I coached Girls on the Run for five seasons in Montgomery County. Their mission resonates with me because we help girls increase self-confidence, develop healthy relationships, and feel good about themselves, inside and out.