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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On Women’s Equality Day, we’re proud to highlight CFP Board’s commitment to gender diversity through the Women’s Initiative (WIN). Since its…
On Women’s Equality Day, we’re proud to highlight CFP Board’s commitment to gender diversity through the Women’s Initiative (WIN). Since its…
Liked by Marguerita (Rita) Cheng, CFP®
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Did you know that this investing strategy can help close the gender wealth Gap and boost your Returns? Read how: https://lnkd.in/eWGSq8Yu
Did you know that this investing strategy can help close the gender wealth Gap and boost your Returns? Read how: https://lnkd.in/eWGSq8Yu
Shared by Marguerita (Rita) Cheng, CFP®
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Today is the day! I'm so excited to speak alongside Vanessa N. Martinez, Marguerita (Rita) Cheng, CFP®, Lindsey Lewis, MBA, ChFC®, CFP®, and Tracey…
Today is the day! I'm so excited to speak alongside Vanessa N. Martinez, Marguerita (Rita) Cheng, CFP®, Lindsey Lewis, MBA, ChFC®, CFP®, and Tracey…
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 -
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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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🐶 Today is National Dog Day and a time to celebrate the amazing dogs who bring us so much happiness. It’s hard for dog lovers to imagine life…
🐶 Today is National Dog Day and a time to celebrate the amazing dogs who bring us so much happiness. It’s hard for dog lovers to imagine life…
Shared by Marguerita (Rita) Cheng, CFP®
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Structure Matters (SM): Tomorrow is Women's Equality Day, August 26th. Why August 26th? Read on https://lnkd.in/ee2xX6cr This year, as we focus on…
Structure Matters (SM): Tomorrow is Women's Equality Day, August 26th. Why August 26th? Read on https://lnkd.in/ee2xX6cr This year, as we focus on…
Liked by Marguerita (Rita) Cheng, CFP®
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Had a great time in Atlanta with Chloé A. Moore, CFP®, Luis Rosa, Leisha Barton, and Uziel Gomez, CFP®, AFC®. We reflected on the successes of the…
Had a great time in Atlanta with Chloé A. Moore, CFP®, Luis Rosa, Leisha Barton, and Uziel Gomez, CFP®, AFC®. We reflected on the successes of the…
Liked by Marguerita (Rita) Cheng, CFP®
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For nearly two decades, we protect, nurture, enrich, educate, and prepare our children for adulthood. Watching them step over the threshold is…
For nearly two decades, we protect, nurture, enrich, educate, and prepare our children for adulthood. Watching them step over the threshold is…
Liked by Marguerita (Rita) Cheng, CFP®
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I'll be speaking at XYPN Live on October 15th. Come and join your peers and make new friends like Vince Hockett, Alan Moore and Michael Kitces, at…
I'll be speaking at XYPN Live on October 15th. Come and join your peers and make new friends like Vince Hockett, Alan Moore and Michael Kitces, at…
Liked by Marguerita (Rita) Cheng, CFP®
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It's August 23, 2024 - and the following news stories about #FemalesAndFinance matters caught our attention! 👩🏽 Unlock the potential of female…
It's August 23, 2024 - and the following news stories about #FemalesAndFinance matters caught our attention! 👩🏽 Unlock the potential of female…
Liked by Marguerita (Rita) Cheng, CFP®
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Did you know the global AI market is projected to reach $1.8 trillion by 2030? That's a forecast, and it’s subject to change without notice, but…
Did you know the global AI market is projected to reach $1.8 trillion by 2030? That's a forecast, and it’s subject to change without notice, but…
Shared by Marguerita (Rita) Cheng, CFP®
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Women's Equality Day is celebrated on August 26th. Check out this recent article in US News in which I shared some key insights from top studies…
Women's Equality Day is celebrated on August 26th. Check out this recent article in US News in which I shared some key insights from top studies…
Shared by Marguerita (Rita) Cheng, CFP®
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Marguerita (Rita) Cheng, CFP®'s passion for ethical advising is the main driver of one of Exchange's best CE credit offerings: the CFP Ethics…
Marguerita (Rita) Cheng, CFP®'s passion for ethical advising is the main driver of one of Exchange's best CE credit offerings: the CFP Ethics…
Liked by Marguerita (Rita) Cheng, CFP®
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Since my earliest days as CFP Board CEO, CFP® professionals have told me that building the #CFPPro brand should be one of our top priorities. I…
Since my earliest days as CFP Board CEO, CFP® professionals have told me that building the #CFPPro brand should be one of our top priorities. I…
Liked by Marguerita (Rita) Cheng, CFP®
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I am so happy to be a part of the VettaFi marketing team! A truly collaborative team. I’m so proud we are a recipient of a Gramercy Institute…
I am so happy to be a part of the VettaFi marketing team! A truly collaborative team. I’m so proud we are a recipient of a Gramercy Institute…
Liked by Marguerita (Rita) Cheng, CFP®
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Fareed's new book uses the history of significant Revolutions (such as the Industrial) as a way to assess and address the seismic changes now…
Fareed's new book uses the history of significant Revolutions (such as the Industrial) as a way to assess and address the seismic changes now…
Liked by Marguerita (Rita) Cheng, CFP®
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✨ I was honored to be invited by Daniel Santiago to speak in a Female in Finance panel hosted by FPA of Miami earlier this month. ✨ I sat with…
✨ I was honored to be invited by Daniel Santiago to speak in a Female in Finance panel hosted by FPA of Miami earlier this month. ✨ I sat with…
Liked by Marguerita (Rita) Cheng, CFP®
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Interest rates for 30-year fixed mortgages have hit their lowest level in over a year, sparking a 35% jump in refinancing applications in just one…
Interest rates for 30-year fixed mortgages have hit their lowest level in over a year, sparking a 35% jump in refinancing applications in just one…
Shared by Marguerita (Rita) Cheng, CFP®
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July brought good news: inflation dropped to 2.9%, its lowest since March 2021! This marks the 5th straight month of slowing price increases. While…
July brought good news: inflation dropped to 2.9%, its lowest since March 2021! This marks the 5th straight month of slowing price increases. While…
Shared by Marguerita (Rita) Cheng, CFP®
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