Marguerita Cheng

CFP®, CRPC®

Financial Advisor

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Marguerita Cheng Ameriprise Financial Advisor
Office location
6400 Goldsboro Rd
Ste 550
Bethesda, MD 20817




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(301) 320-1457
marguerita.m.cheng@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.


Areas of Focus

  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Saving for Education
  • General Financial Planning
Professional Associations
  • Member, Financial Planning Association
  • University of Maryland, Robert H. Smith of Business
  • Alumni Association Board of Directors
Qualifications
  • Chartered Retirement Planning Counselor
  • Certified Financial PlannerR
  • I am licensed and registered to conduct business in MD.
  • Based on licenses and registrations I hold, I may also conduct certain business in DC, FL, GA, NC, NY, PA, VA
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.