Marguerita (Rita) Cheng, CFP®
Washington DC-Baltimore Area
26K followers
500+ connections
Washington DC-Baltimore Area
26K followers
500+ connections
Articles by Marguerita (Rita)
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Don’t Measure Your Self Worth by Your Net Worth
Don’t Measure Your Self Worth by Your Net Worth
By Marguerita (Rita) Cheng, CFP®
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Personal Financial Agility using the Personal Agility LighthouseTM model: Adapting to a Rapidly Changing Landscape
Personal Financial Agility using the Personal Agility LighthouseTM model: Adapting to a Rapidly Changing Landscape
By Marguerita (Rita) Cheng, CFP®
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The Changing Financial Landscape- Stretching retirements funds through proactive planning
The Changing Financial Landscape- Stretching retirements funds through proactive planning
By Marguerita (Rita) Cheng, CFP®
Contributions
Activity
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Ready to redefine success? Research psychologist Alison Fragale joins the lineup at CFP Board Connections Conference, sharing proven strategies from…
Ready to redefine success? Research psychologist Alison Fragale joins the lineup at CFP Board Connections Conference, sharing proven strategies from…
Liked by Marguerita (Rita) Cheng, CFP®
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Companies selling everyday goods from food to paper towels say lower-income consumers are struggling, but others are spending freely.
Companies selling everyday goods from food to paper towels say lower-income consumers are struggling, but others are spending freely.
Shared by Marguerita (Rita) Cheng, CFP®
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Tune in on Monday, July 15 for an in-flight interview with University of Maryland - A. James Clark School of Engineering alum Jeanette Epps M.S. ’94,…
Tune in on Monday, July 15 for an in-flight interview with University of Maryland - A. James Clark School of Engineering alum Jeanette Epps M.S. ’94,…
Liked by Marguerita (Rita) Cheng, CFP®
Experience
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Education
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Activities and Societies: Alpha Phi Omega
Licenses & Certifications
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Woman Owned Small Business
U.S. Small Business Administration
Issued ExpiresCredential ID WOSB240303 -
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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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As workers trickled and then streamed back to offices, highways re-clogged at rush hour and mayors declared their downtowns revitalized, working…
As workers trickled and then streamed back to offices, highways re-clogged at rush hour and mayors declared their downtowns revitalized, working…
Shared by Marguerita (Rita) Cheng, CFP®
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Discover newly added CFP Board Registered Programs designed to meet the education coursework requirement for CFP® certification. These programs cover…
Discover newly added CFP Board Registered Programs designed to meet the education coursework requirement for CFP® certification. These programs cover…
Liked by Marguerita (Rita) Cheng, CFP®
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Learn more about Simone Lee, CFP®, CRPC™: A working mother, first-generation American and now the 100,000th CFP® professional. Her story inspires…
Learn more about Simone Lee, CFP®, CRPC™: A working mother, first-generation American and now the 100,000th CFP® professional. Her story inspires…
Liked by Marguerita (Rita) Cheng, CFP®
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Expect even more tourists than usual in the U.K., Italy, France and wherever Taylor Swift is performing.
Expect even more tourists than usual in the U.K., Italy, France and wherever Taylor Swift is performing.
Shared by Marguerita (Rita) Cheng, CFP®
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Physical stamina is an oddly overlooked superpower in modern working life.
Physical stamina is an oddly overlooked superpower in modern working life.
Shared by Marguerita (Rita) Cheng, CFP®
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Shame around finances likely builds from the lack of education we have on the subject. Here's how to address your financial literacy or shame…
Shame around finances likely builds from the lack of education we have on the subject. Here's how to address your financial literacy or shame…
Shared by Marguerita (Rita) Cheng, CFP®
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A Roth IRA is a special individual retirement account (IRA) where you pay taxes on money going into your account, and then all future withdrawals are…
A Roth IRA is a special individual retirement account (IRA) where you pay taxes on money going into your account, and then all future withdrawals are…
Shared by Marguerita (Rita) Cheng, CFP®
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I am humbled and excited to step into my role as the CEO of RFG Advisory. It’s been said that culture is simply a shared way of doing something…
I am humbled and excited to step into my role as the CEO of RFG Advisory. It’s been said that culture is simply a shared way of doing something…
Liked by Marguerita (Rita) Cheng, CFP®
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It takes a delicate balance of skill, hard work and instinct to grow a successful business.
It takes a delicate balance of skill, hard work and instinct to grow a successful business.
Shared by Marguerita (Rita) Cheng, CFP®
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We absorb our financial personalities from listening to, and watching, our parents. Sometimes they serve us well. Other times, not so much.
We absorb our financial personalities from listening to, and watching, our parents. Sometimes they serve us well. Other times, not so much.
Shared by Marguerita (Rita) Cheng, CFP®
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Today, on Maryland Monday, we celebrate a Terp who has dedicated his life to protecting our country. Let's acknowledge a hero who sacrificed his own…
Today, on Maryland Monday, we celebrate a Terp who has dedicated his life to protecting our country. Let's acknowledge a hero who sacrificed his own…
Liked by Marguerita (Rita) Cheng, CFP®
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Join us for Experience Office Hours on July 25! Whether you're following the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway…
Join us for Experience Office Hours on July 25! Whether you're following the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway…
Liked by Marguerita (Rita) Cheng, CFP®
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When you don't have children to help you through your golden years, your retirement planning may look slightly different.
When you don't have children to help you through your golden years, your retirement planning may look slightly different.
Shared by Marguerita (Rita) Cheng, CFP®
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A Breakdown of Wedding Expenses So You Can Work on a Budget
A Breakdown of Wedding Expenses So You Can Work on a Budget
Shared by Marguerita (Rita) Cheng, CFP®
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These sophisticated spritzes, ciders, beers and bottled cocktails make a refreshing change from an anemic, poorly chilled six-pack. Follow this…
These sophisticated spritzes, ciders, beers and bottled cocktails make a refreshing change from an anemic, poorly chilled six-pack. Follow this…
Shared by Marguerita (Rita) Cheng, CFP®
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So excited for this event and the outstanding roster of speakers! It's the first of its kind and is perfect for explorers and visionaries who are…
So excited for this event and the outstanding roster of speakers! It's the first of its kind and is perfect for explorers and visionaries who are…
Liked by Marguerita (Rita) Cheng, CFP®
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