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

The first Women’s Retirement Security Day will be held on July 14, 2026: This national awareness initiative brings together employers, financial professionals, policymakers, advocates, and community organizations to spotlight the importance of retirement readiness for women. The campaign focuses on educating audiences about the retirement savings gap women face, amplifying conversations around long-term financial wellness, and encouraging action through education, advocacy, and participation.

Private Capital Frontiers invites you to it's Aug. 5 webinar: "Educating clients, building trust" featuring Marguerita Cheng, CFP® Pro — I will be joining an upcoming CFA Institute webinar to discuss how firms can better educate clients and build trust in increasingly complex private markets environments. We will explore strategies for communicating nuanced investment concepts clearly, improving transparency, and helping investors navigate today’s evolving private wealth landscape with greater confidence. Please join us for this conversation alongside leaders from across the industry, including Lauren Minch, CFA, and Daniel Drabinski, CFA. (CFA Institute members can earn 1 PL credit for attending.) Register today

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.