Marguerita (Rita) Cheng, CFP®
Washington DC-Baltimore Area
25K followers
500+ connections
Articles by Marguerita (Rita)
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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
By Marguerita (Rita) Cheng, CFP®
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The Changing Financial Landscape- Stretching retirements funds through proactive planning
By Marguerita (Rita) Cheng, CFP®
Contributions
Activity
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“It’s Gotta Be A CFP®” — I’m so proud of this team and our campaign to make consumers more aware of the value of working with a CERTIFIED FINANCIAL…
“It’s Gotta Be A CFP®” — I’m so proud of this team and our campaign to make consumers more aware of the value of working with a CERTIFIED FINANCIAL…
Liked by Marguerita (Rita) Cheng, CFP®
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Cooking is sort of a burden and sort of fun. Does it intangibly enrich family life? Does it give everyone a subterranean feeling of well-being they…
Cooking is sort of a burden and sort of fun. Does it intangibly enrich family life? Does it give everyone a subterranean feeling of well-being they…
Shared by Marguerita (Rita) Cheng, CFP®
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CFP Board is committed to expanding access to the education and experience needed to pursue CFP® certification and supporting talent development in…
CFP Board is committed to expanding access to the education and experience needed to pursue CFP® certification and supporting talent development in…
Liked by Marguerita (Rita) Cheng, CFP®
Experience
Education
Licenses & Certifications
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)
Here’s what you will and won’t get automatically if your flight gets canceled now—and later this year when new rules take effect.
Here’s what you will and won’t get automatically if your flight gets canceled now—and later this year when new rules take effect.
Shared by Marguerita (Rita) Cheng, CFP®
To help older adults protect themselves from financial cons, CFP Board Ambassador Charles C. Weeks Jr., JD, CFP® suggests choosing “multiple people…
To help older adults protect themselves from financial cons, CFP Board Ambassador Charles C. Weeks Jr., JD, CFP® suggests choosing “multiple people…
Liked by Marguerita (Rita) Cheng, CFP®
New research explores why some octogenarians have exceptional memories.
New research explores why some octogenarians have exceptional memories.
Shared by Marguerita (Rita) Cheng, CFP®
"If you want to go fast, go alone. If you want to go far, go together.” The world is smaller than it has ever been because we are all more connected.…
"If you want to go fast, go alone. If you want to go far, go together.” The world is smaller than it has ever been because we are all more connected.…
Liked by Marguerita (Rita) Cheng, CFP®
The innovative structure of Berkshire Hathaway stands out—and benefits shareholders
The innovative structure of Berkshire Hathaway stands out—and benefits shareholders
Shared by Marguerita (Rita) Cheng, CFP®
I'm excited to speak at DACFP VISION, the premier digital assets investment conference, from June 2-4 in Austin, TX. Join me and other industry…
I'm excited to speak at DACFP VISION, the premier digital assets investment conference, from June 2-4 in Austin, TX. Join me and other industry…
Shared by Marguerita (Rita) Cheng, CFP®
#AAPIHM #AAPIHeritageMonth #CFPpro #CFPproDiversity #FinancialPlanning
#AAPIHM #AAPIHeritageMonth #CFPpro #CFPproDiversity #FinancialPlanning
Liked by Marguerita (Rita) Cheng, CFP®
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