Marguerita In The News « Marguerita Cheng

Professional Perspective: “Talking About Long-Term Care Planning” is a passion and priority for Marguerita Cheng, CFP® Pro

In Part 3 of 4 videos in the Professional Perspective series by the American College of Financial Services, Marguerita Cheng, CFP® Pro, explains why long-term care planning is critical for families. Watch the video today and learn more about Rita’s approach and practice at MargueritaCheng.com. Watch more videos on MargueritaCheng.tv.

September 8, 2024

Professional Perspective: Margeurita Cheng, CFP® Pro explains “Client Action Through Motivational Interviewing”

September 8, 2024

Professional Perspective: Marguerita Cheng, CFP® Pro shares “Steps to Harnessing the Power of Empathy”

August 19, 2024

US News & World Report: “Women and Investing: Statistics Show Progress, Not Parity”

August 1, 2024

Introducing The Investopedia Advisor Council Making Financial Education More Accessible For All

July 14, 2024

Wealth Management EDGE Podcast: Marguerita Cheng’s Journey

June 25, 2024

USNews: “8 Free Investment Classes and Resources for Adults and Teens”

June 13, 2024

NerdWallet: “What Women Should Know About Their Investing Power and Needs”

June 12, 2024

CNBC Your Money: “Making a plan to pay for long-term care: Insurance and other alternatives”

June 3, 2024

Investopedia: “What I’m Telling My Clients About Investing in AI”

Marguerita In The News

September 15, 2026, AOL: "Your Side Hustle May Be Bigger Than You Think — And the IRS Could Agree"

Reporter Chris Adams writes in today's article on AOL.com, "You're crushing it with your side gig — deposits flowing in, bank account looking healthy. But the IRS sees your thriving side hustle very differently. While those earnings feel like pure profit, Uncle Sam is calculating something far less appealing."

He asked Marguerita Cheng, certified financial planner (CFP), CEO of Blue Ocean Global Wealth: So, what's the bottom line?

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.