EPN Enterprise: How financial planning can benefit you

Marguerita Cheng, Co-founder and CEO of Blue Ocean Global Wealth joins Enterprise Radio to discuss how financial planning can benefit you.

Listen to host Eric Dye & guest Marguerita Cheng discuss the following:

What is financial planning?
How can financial planning benefit me?
Where do I start? What should I know about my situation?
How can I improve my financial well-being?
What are the most important concepts?

Click here to learn more.

Marguerita In The News

GoBankingRates, Sept. 9, 2025— Marguerita Cheng, CRP® Pro, is featured in today’s article by Chris Adam, who writes, “You may want to put on your inspector hat if you’re in the market for a good used car. According to Consumer Reports, finding a trouble-free used vehicle isn’t about luck. It’s a combination of good research and investigative skills. After all, you don’t want to waste money on a used car that isn’t worth it. Here's what Marguerita suggests.

TV Appearances

GoBankingRates.com, Sept. 26, 2025 — Marguerita Cheng, CFP® Pro, is featured in today's video and article by Laura Bogart, who writes, "Purchasing life insurance is one of those milestone moves that makes you feel like a grown-up. It’s a sign that you’re ready to protect your family financially and prepare for the unexpected or even get strategic about how you build long-term wealth. But that doesn’t mean it’s an easy decision. From underestimating your coverage needs to misunderstanding different policy types, even well-meaning individuals can make costly mistakes."

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.