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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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®
Experience & Education
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The Authentic Asian
View Marguerita (Rita)’s full experience
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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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🔥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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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®
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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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