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Marguerita Cheng

CFP®, CRPC®, Financial Advisor
(301) 320-1457

Bethesda, MD 20817
marguerita.m.cheng@ampf.com


Contact Information


(301) 320-1457
6400 Goldsboro Rd
Ste 550
Bethesda, MD 20817
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.