Collaborative Planning & Diverse Wealth with Marguerita Cheng | Financial Planner Search

Financial Planner Search · May 5, 2026 · 28m · transcript

In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial planning before discussing asset management. Based in Gaithersburg, Maryland, Rita specializes in helping overwhelmed executives, CFOs, and diverse families navigate complex life transitions with a collaborative and supportive approach. She discusses her firm’s unique ability to serve younger, culturally diverse, and multiracial clients, often using a flat-fee model to ensure planning is accessible even before significant assets are…