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Marguerita Cheng
Marguerita Cheng
CFP®, CRPC®, Financial Advisor
(301) 320-1457
Bethesda, MD 20817
marguerita.m.cheng@ampf.com
marguerita.m.cheng@ampf.com
www.ameripriseadvisors.com/marguerita.m.cheng
My Philosophy
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.
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.
Experience
Qualifications
- Chartered Retirement Planning Counselor
- Certified Financial PlannerR
Professional Associations
- Member, Financial Planning Association
- University of Maryland, Robert H. Smith of Business
- Alumni Association Board of Directors
Areas of Focus
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- Saving for Education
- General Financial Planning
License Information
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
My Location
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.