Marguerita Cheng

Meet the savvy investment guide who helps women plan ahead for a secure financial future

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Financial Planning Institute: Embracing Your Story & Your Impact

By Alexandria Davis | Nov 19, 2019 | #YAFPNW, Alexandria, Career Progression, Giving Back, Keys to Career Success

In this episode, Marguerita Cheng, CFP® talks about how she’s built a business and reputation in the profession by embracing her story and what makes her different. She shares her background and what led her to financial planning, as well as how to give back within the profession and thank those who’ve come before us.

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July 31, 2019

Money Matters: Adam Torres interviews Marguerita (Rita) Cheng, CFP®

July 20, 2019

Investments & Wealth Institute: Exceptional Advisor Podcast

May 31, 2019

On My Way to Wealth: Protecting Yourself and Your Loved Ones from Credit Scams

February 28, 2019

Forbes: Rita Cheng explains, “4 Main Challenges Of A Grey Divorce”

February 26, 2019

Forbes: Rita Cheng shares details about “Grey Divorce: Its Reasons & Its Implications”

September 12, 2018

ThinkAdvisor: Investing After Retirement — Hit the Gas or Hit the Brakes?

July 9, 2018

EPN Enterprise: How financial planning can benefit you

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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?

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Speaking Gigs

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

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TV Appearances

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!

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Margaritas with Marguerita Show: Podcast + Video Series

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!

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Books by 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.

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