Marguerita In The News « Marguerita Cheng

Advisor Insights: “Value Innovation” And Helping The Elderly With Their Finances

July 13, 2023: Marguerita Cheng, CFP®, RICP®, discusses “value innovation” as a founding principle of Blue Ocean Global Wealth, the importance of taking care of our elderly’s finances, and how protecting clients from themselves can present some ethical questions. Don’t miss this interview on Advisor Insights TV!

May 15, 2023

Kiplinger: “How to Tackle Digital Estate Planning in Four Easy Steps”

May 11, 2023

Purse Strings, “Caring for an aging parent: Learn from Marguerita Cheng’s true story”

May 6, 2023

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

May 4, 2023

BestColleges: “How Much Does Grad School Cost?”

May 1, 2023

eMoney: “Amplifying 8 Asian-American Voices in Financial Planning”

April 11, 2023

ETF Working Lunch: Creating an Inclusive, Judgment-Free Space

April 8, 2023

Mac Garner, CFP®, features Marguerita Cheng on his show, “Motivate Your Money”

April 7, 2023

Rethinking65: “How to Support Moms Headed Back to School”

March 27, 2023

AP News: “How to use a tax refund to fight inflation”

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.