Marguerita (Rita) Cheng, CFP®
Washington DC-Baltimore Area
26K followers
500+ connections
Articles by Marguerita (Rita)
Contributions
Activity
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I am thrilled to announce the launch of CFP Board CFP® Pro Career Studio event taking place this fall. This free, virtual, three-part event is…
I am thrilled to announce the launch of CFP Board CFP® Pro Career Studio event taking place this fall. This free, virtual, three-part event is…
Liked by Marguerita (Rita) Cheng, CFP®
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Congratulations to Alyssa Henneman, for winning one of the November 2024 Dalton Education Scholarships! Dalton Education is advancing the financial…
Congratulations to Alyssa Henneman, for winning one of the November 2024 Dalton Education Scholarships! Dalton Education is advancing the financial…
Liked by Marguerita (Rita) Cheng, CFP®
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I had to repost not just because Katie Braden, CFP® is great at what she does but the message that she delivers .Just to paraphase My own Take away…
I had to repost not just because Katie Braden, CFP® is great at what she does but the message that she delivers .Just to paraphase My own Take away…
Liked by Marguerita (Rita) Cheng, CFP®
Experience
Education
Licenses & Certifications
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Woman Owned Small Business
U.S. Small Business Administration
Issued ExpiresCredential ID WOSB240303
Honors & Awards
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Ameriprise Financial Presidential Award for Quality of Advice
Ameriprise Financial
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Monbugakusho Scholar
Japanese Department of Education
Languages
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English
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Japanese
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More activity by Marguerita (Rita)
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I look forward to Certificant Connections next week with CFP Board Chair Matthew B. Boersen, CFP®, CFA and 2024 Chair-Elect Liz Miller, CFP®, CFA…
I look forward to Certificant Connections next week with CFP Board Chair Matthew B. Boersen, CFP®, CFA and 2024 Chair-Elect Liz Miller, CFP®, CFA…
Liked by Marguerita (Rita) Cheng, CFP®
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TRUE or FALSE . . . Affluent American households gave over $30k on average to charitable organizations, according to a 2023 Bank of America…
TRUE or FALSE . . . Affluent American households gave over $30k on average to charitable organizations, according to a 2023 Bank of America…
Shared by Marguerita (Rita) Cheng, CFP®
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Congratulations to all the CFP® professionals recognized at InvestmentNews’ Women to Watch Awards last night! A special acknowledgment goes to CFP…
Congratulations to all the CFP® professionals recognized at InvestmentNews’ Women to Watch Awards last night! A special acknowledgment goes to CFP…
Liked by Marguerita (Rita) Cheng, CFP®
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Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to…
Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to…
Shared by Marguerita (Rita) Cheng, CFP®
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when my eldest daughter was born, i made a promise to myself, and to her, that i would use every ounce of ability and influence i had to make the…
when my eldest daughter was born, i made a promise to myself, and to her, that i would use every ounce of ability and influence i had to make the…
Liked by Marguerita (Rita) Cheng, CFP®
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Congratulations to all of the CFP® professionals recognized by InvestmentNews as Women to Watch. We applaud your commitment to excellence, your…
Congratulations to all of the CFP® professionals recognized by InvestmentNews as Women to Watch. We applaud your commitment to excellence, your…
Liked by Marguerita (Rita) Cheng, CFP®
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A MarketWatch article asks: "We now realize what a horrible mistake this was.’ Almost 10 years ago, we bought three $100K annuities that guaranteed…
A MarketWatch article asks: "We now realize what a horrible mistake this was.’ Almost 10 years ago, we bought three $100K annuities that guaranteed…
Liked by Marguerita (Rita) Cheng, CFP®
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Great energy and talent at #INWomenAdvisorSummit Kate Healy Hannah Moore, CFP® Leslie Y. Tabor
Great energy and talent at #INWomenAdvisorSummit Kate Healy Hannah Moore, CFP® Leslie Y. Tabor
Liked by Marguerita (Rita) Cheng, CFP®
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Planning on traveling for the holidays? You'll want to know about the new Department of Transportation rule that just took effect, reshaping how…
Planning on traveling for the holidays? You'll want to know about the new Department of Transportation rule that just took effect, reshaping how…
Shared by Marguerita (Rita) Cheng, CFP®
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Reduce your tax liabilities by following these expert-recommended tips. Read more at https://rolst.cc/3AoNHIV from Stephen Nalley of Black Briar…
Reduce your tax liabilities by following these expert-recommended tips. Read more at https://rolst.cc/3AoNHIV from Stephen Nalley of Black Briar…
Liked by Marguerita (Rita) Cheng, CFP®
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📅 When was the last time you checked on your retirement contributions for the year? Here’s a must-do year-end retirement checklist: 1️⃣…
📅 When was the last time you checked on your retirement contributions for the year? Here’s a must-do year-end retirement checklist: 1️⃣…
Shared by Marguerita (Rita) Cheng, CFP®
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It's MARATHON Day! I have just crossed the starting line in my wave and have begun my run through the five boroughs of NYC. I am grateful for the…
It's MARATHON Day! I have just crossed the starting line in my wave and have begun my run through the five boroughs of NYC. I am grateful for the…
Liked by Marguerita (Rita) Cheng, CFP®
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Just two weeks until the world's largest event dedicated to Ikigai takes place here in Seattle. Ikigai is a Japanese concept scientifically linked to…
Just two weeks until the world's largest event dedicated to Ikigai takes place here in Seattle. Ikigai is a Japanese concept scientifically linked to…
Liked by Marguerita (Rita) Cheng, CFP®
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