Books by Marguerita Cheng « Marguerita Cheng

Asian Women Who BossUp

Asian Women Who BossUp: Secrets from Women Who Are Forging Their Own Path and Thriving

Diary of a CFP® Pro

Diary of a CFP® Pro: A year of tips to help women flex their financial muscles

Divorce Matters

“Divorce Matters:” A Q&A about an upcoming book by Marguerita Cheng, CFP® Pro

Girl to Boss!

Girl to Boss!: Advice for Girls from 50 of America’s Most Successful Women

How to Invest My Money

How to Invest My Money

More Than Money

More Than Money: Real-Life Stories of Financial Planning

Wealth Management Rules

Wealth Management Rules: 12 Tips to Help Harness Your Financial Know-How

Marguerita In The News

GoBankingRates, Nov. 12, 2025 — In today's article, reporter Chris Adam writes: "When it comes to money habits, the perceived “right way” to do things can certainly vary by generation." He spoke with six finanical planners to discover the boomer money habits many millennials are avoiding, including Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, who shares insights into Staying With Subscriptions.

Oct. 10, 2025 — Today on US News & World Report's Investing Roundtable, find insights on "How to Invest in Energy Now: Nuclear, AI Data Center Power, Grid Infrastructure, and more!" Watch this video to learn from Marguerita Cheng and other financial experts!

Meet Corey Beal, CEO and Director of Joy, at Empowering Finance and learn about financial planning for the bold, the ambitious, and the badass. Don't miss this interview with 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.

Investment News — To work in the best interest of clients, you need to understand how a client thinks. Marguerita Cheng of Blue Ocean Global Wealth explains her approach at this important event. Learn more!