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

June 21, 2026, AOL.com: "What Is Phased Retirement — and Is It the Right Move for You?" In today’s article on AOL.com, reporter Chris Adams writes, "If you're thinking the road to retirement may take longer than you expected, you're not alone. According to a Transamerica Center study, nearly half (48%) of U.S. workers say they expect a 'phased retirement." Marguerita Cheng, certified financial planner and CEO of Blue Ocean Global Wealth, told MoneyLion she has several clients who are pursuing “phased retirements.” According to Cheng, they’re doing so for a number of reasons.

Search host Gregory Wilnau shares: "In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial planning before discussing asset management." Don't miss it!

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!