Congratulations Marguerita Cheng, CFP® Pro: Winner of the Service Award from Women in EFTs

Women in EFTs, April 12, 2022 — Women in ETFs is pleased to announce that Marguerita (Rita) Cheng, CFP®, CEO of Blue Ocean Global Wealth, is the winner of the 2021 Women in ETFs Service Award. Rita’s award was announced during the Women in ETFs Breakfast event at the Exchange Traded Fund Conference today.

“Rita has worked tirelessly on behalf of Women in ETFs since its inception and most recently held the position of Treasurer for the last five years,” explains the directors. “Congratulations to Rita on her recognition as a champion for Women in ETFs!”

About Women in EFTs: Women in ETFs brings together people in the ETF industry across the globe to champion our goals of actively choosing equality, diversity, and inclusion. We are bold and fearless in our mission to develop and sponsor talent, recognize and honor the achievements of women in the industry, and invest in the ETF community. Click here to learn more.

Marguerita In The News

Dec. 29, 2025, GoBankingRates: "Food Stamps: What To Know About SNAP Payments in January 2026" — Reporter Chris Adam writes in today's article, "When it comes to changes for SNAP (Supplemental Nutrition Assistance Program, aka food stamps) payments in 2026, there have been three big ones making headlines. The new year not only means new rules for many families but also increased responsibilities for states." Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, said she’s also watching other changes to SNAP that reflect policies designed to expand access, improve nutrition and streamline operations.

TV Appearances

Dec. 18, 2025 — Tune in for today's Webinar, "EXPRESS Tech-Ready, Finance Steady" as advisors Marguerita Cheng, CFP® Pro, CEO, Blue Ocean Global Wealth and John Clark, AIF®, VP, Advisor Channel Consulting, Sentinel Group talk about "Financial Management and Retirement Planning — A guide for solopreneurs and business owners."

Books by Marguerita Cheng

With my publisher, Hope Katz Gibbs of the Inkandescent PR + Publishing Co., I am so excited to share with you my newest book this year, "Diary of a CFP® Pro." Learn a month at a time how to flex your financial muscles using tried and true strategies.