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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A wonderful “first come, first served” opportunity. Don’t miss out!
A wonderful “first come, first served” opportunity. Don’t miss out!
Liked by Marguerita (Rita) Cheng, CFP®
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Both can boost your cardiovascular and mental health, but your go-to fitness choice depends on your training, injury history and more.
Both can boost your cardiovascular and mental health, but your go-to fitness choice depends on your training, injury history and more.
Shared by Marguerita (Rita) Cheng, CFP®
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Compensation for CFP® professionals is more than just a paycheck. Discover the additional value of benefits like health, dental, life and disability…
Compensation for CFP® professionals is more than just a paycheck. Discover the additional value of benefits like health, dental, life and disability…
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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💡 Have you ever felt like you were in a video game? 🤨 Well, I’m officially a character in the soon to launch Four Money Bears Berryville Game:…
💡 Have you ever felt like you were in a video game? 🤨 Well, I’m officially a character in the soon to launch Four Money Bears Berryville Game:…
Liked by Marguerita (Rita) Cheng, CFP®
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Maximize and win your day with these key strategies that are guaranteed to boost your productivity and help you achieve your goals.
Maximize and win your day with these key strategies that are guaranteed to boost your productivity and help you achieve your goals.
Shared by Marguerita (Rita) Cheng, CFP®
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Today was the last day of my extraordinary 8 year run with Retirement Plan Consultants (RPC). Everyone knows how much I love what I do. I am very…
Today was the last day of my extraordinary 8 year run with Retirement Plan Consultants (RPC). Everyone knows how much I love what I do. I am very…
Liked by Marguerita (Rita) Cheng, CFP®
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Todays my babygirl’s birthday so I took the day off. This is why I made the decision to be an entrepreneur. So that no one could tell me I…
Todays my babygirl’s birthday so I took the day off. This is why I made the decision to be an entrepreneur. So that no one could tell me I…
Liked by Marguerita (Rita) Cheng, CFP®
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Breaking the mold and changing the conversation around money—Hannah Moore, CFP®, founder of Amplified Planning and CEO of Guiding Wealth, is set to…
Breaking the mold and changing the conversation around money—Hannah Moore, CFP®, founder of Amplified Planning and CEO of Guiding Wealth, is set to…
Liked by Marguerita (Rita) Cheng, CFP®
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We all know Lazetta Rainey Braxton, MBA, CFP® is a #Powerhouse. But she tells us that 𝙒𝙀 are all powerhouses. And it's our responsibility as…
We all know Lazetta Rainey Braxton, MBA, CFP® is a #Powerhouse. But she tells us that 𝙒𝙀 are all powerhouses. And it's our responsibility as…
Liked by Marguerita (Rita) Cheng, CFP®
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In a world where freelancers are often doing the marketing, the money managing and—oh yeah—the actual work of their own freelance business, there are…
In a world where freelancers are often doing the marketing, the money managing and—oh yeah—the actual work of their own freelance business, there are…
Shared by Marguerita (Rita) Cheng, CFP®
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Save the dates! September 26-27 ... learn how to leverage financial innovations to bridge divides in your divorce financial planning practice
Save the dates! September 26-27 ... learn how to leverage financial innovations to bridge divides in your divorce financial planning practice
Liked by Marguerita (Rita) Cheng, CFP®
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It's been a whirlwind of a month and I've never been more thankful for my LinkedIn Circle 🥲🩶 So incredibly excited to share that I am joining Alex…
It's been a whirlwind of a month and I've never been more thankful for my LinkedIn Circle 🥲🩶 So incredibly excited to share that I am joining Alex…
Liked by Marguerita (Rita) Cheng, CFP®
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Last September I was at a conference in Huntington Beach (Future Proof festival) and ended up running with Ron Lieber (He/Daddy/Abba), esteemed…
Last September I was at a conference in Huntington Beach (Future Proof festival) and ended up running with Ron Lieber (He/Daddy/Abba), esteemed…
Liked by Marguerita (Rita) Cheng, CFP®
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Financial responsibility is a necessary skill for adults. Since building money management skills is a lifetime journey, here's how to start teaching…
Financial responsibility is a necessary skill for adults. Since building money management skills is a lifetime journey, here's how to start teaching…
Shared by Marguerita (Rita) Cheng, CFP®
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🔥What shifts are coming in the complexion of wealth management clients? 🔥Is the industry ready for this shift? 🔥Why is visibility and voice so…
🔥What shifts are coming in the complexion of wealth management clients? 🔥Is the industry ready for this shift? 🔥Why is visibility and voice so…
Liked by Marguerita (Rita) Cheng, CFP®
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The Fidelity Investments CFP® Exam Scholarship for Women in Financial Planning is still accepting applications through July 17 for women looking to…
The Fidelity Investments CFP® Exam Scholarship for Women in Financial Planning is still accepting applications through July 17 for women looking to…
Liked by Marguerita (Rita) Cheng, CFP®
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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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