Marguerita In The News « Marguerita Cheng

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

In Part 4 of 4 videos in the Professional Perspective series by the American College of Financial Services, Marguerita Cheng, CFP® Pro, explains why building client trust is essential for wealth planners and their clients. 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: 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”

April 30, 2024

CNBC: “Op-ed: How to navigate premium increases for long-term care insurance”

Marguerita In The News

April 15, 2026 — In today's issue of Bloomberg, Marguerita Cheng is featured in the article, "The Retirement Countdown: A Year-by-Year Guide to Help You Retire Rich." This in-depth guide is designed to help you stay on track at every age and stage — avoiding tax traps, ensuring you don't fall behind, and avoiding other people's mistakes.

Dec. 18, 2025 — Tune in for today's Webinar, "EXPRESS Tech-Ready, Finance Steady" as advisors Marguerita Cheng, CFP® Pro, CEO, Blue Ocean Global Wealth and John Clark, AIF®, VP, Advisor Channel Consulting, Sentinel Group talk about "Financial Management and Retirement Planning — A guide for solopreneurs and business owners."

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!