March 2026: Diary of a CFP® Pro — Applause for Women’s History Month!

A Note from Marguerita Cheng, CFP® Pro, CEO Blue Ocean Global Wealth — Hello, my friends! I am so excited to celebrate International Women’s Month with you.

A little history: Women’s History Month is an annual observance to highlight the contributions of women to events in history and contemporary society. Celebrated during March in the United States, Germany, and Australia, corresponding with International Women’s Day on March 8, it is observed during October in Canada, corresponding with the celebration of Persons Day on October 18. It all began in 1978 in Sonoma County, California when leader Gerda Lerner and the National Women’s History Alliance recognized it as a national week (1980) and then month (1987). The phenomenon spread internationally thereafter.

Rita says: I am so honored to participate in the December 23 Nasdaq Closing Bell ceremony with @graniteshares

About International Women’s Day: Established more than 100 years ago, many of the issues still impacting women’s advancement are visible today. Leaders insist, “Since 1911, IWD belongs to all who care about gender equality. Celebrate women’s achievements. Raise awareness about discrimination. Take action to forge gender parity. All IWD activity is valid, that’s what makes IWD so inclusive.” Learn more here: internationalwomensday.com

Cheers to embracing your power and expanding your financial success!

Enjoy Margaritas with Marguerita: Podcast and Video show

MargueritaCheng.tv — Above, find the “Professional Perspective” video by the American College of Financial Services that I was honored to record. In it, you’ll discover why I am certain that building client trust is essential for wealth planners and their clients. Check out more thoughts and ideas on our YouTube channel.

MargueritaChengRadio.com — Listen to this month’s featured podcast “The importance of financial wellness,” with Bonnie Yam, whose professional accreditations include CFA, CFP, CLU, ChFC, RICP, EA, CVA, CEPA. She has extensive experience in investment management, investment fiduciary, and investment education. Bonnie is also a member of ASPPA, NATP, CFA Institute, and NYSSA, and she is also a Chartered Financial Analyst and Enrolled Agent. Before starting her Qualified Plan business , she was a Financial Manager for Time magazine, New York, and a Hedge Fund Research Analyst for Cheetah Investments, Hong Kong. A graduate of Smith College with a BA in Mathematics and Economics, Bonnie received her MBA in Finance from the University of Chicago. Don’t miss our interview on Margaritas with Marguerita!

MARGUERITA IN THE NEWS: 2026

Check out the media interviews and articles that I am quoted in or have penned for publications including Kiplinger, USNews, and CNBC: Marguerita In the News

Yahoo Finance, Feb. 26, 2026 — “I Asked an Advisor Which Bonds Belong in a Taxable Account — Here’s the Logic” — In today’s article by Chris Adam, he writes, “Now that we’re in another tax time, lots of Americans begin to question their money choices and how they impact the taxes they owe. Among those questions is which bonds belong in taxable accounts.” For insight, he turned to advisors, including Marguerita Cheng, CFP® Pro, CEO of BlueBlue Ocean Global Wealth for ideas that may help protect your money in future tax years. Read the entire article here.

February 4, 2026 — Investopedia: “Do You Know how to Protect Yourself From Scams? Insights from a Financial Advisor” In today’s issue of Investopedia, Marguerita Cheng, CFP® Pro and CEO of Blue Ocean Global Wealth, explains AI-powered tools like voice cloning have made impersonation scams far more believable, increasing the likelihood of real financial losses, clear, pre-established rules—such as never sharing authentication codes or moving money in response to unsolicited requests—help protect clients when pressure is high, and an emergency fund can provide temporary financial stability after a scam, but early reporting and prevention remain the most effective defenses. Here’s what Rita is telling her clients.

AWARDS & HONORS

The “Top 100 Money Expert List is live!” Congratulations to Marguerita Cheng!

Investment News named Marguerita Cheng one of its 2025 “Best Certified Financial Planners in the USA | 5-Star Financial Planners,”The news outlet reports “Americans are facing a growing need for guidance and support in their financial affairs and that trend doesn’t look like it’s going to end anytime soon. Not only are people wealthier, but their financial situations are more complex relative to previous generations due to more retirees relying on savings, an increase in the range of products available, and the explosion in alternative investments.

“Consulting giant McKinsey & Company estimates that “by 2034, at current advisor productivity levels, the advisor workforce will decline to the point where the industry faces a shortage of roughly 100,000 advisors.” The sharp demand for CFP services has pushed InvestmentNews’ 5-Star Financial Planners to stand out in a dynamic market by exemplifying excellence, integrity, and dedication in helping their clients. Marguerita was nominated and then benchmarked against others to determine the country’s best.

“While the winners have varying skill sets, a commonality is that the most successful financial planners specialize. They are serving a particular niche and have leveraged it to obtain a competitive edge,” the editors explain.

Click here to see who else is a top CFP in 2025.