Marguerita Cheng

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

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Newsletters
November 19, 2021

New York Times: “How to Beat Retirement’s Nemesis — Inflation”

November 08, 2021

CNBC Announces Speaker Lineup for “CNBC’s Your Money” on November 10

August 25, 2021

Financial Planning News: “Asian American advisors see unmet potential for industry amid success”

August 17, 2021

US News & World Report: “Where to Find Free Professional Financial Advice”

June 29, 2021

Marguerita Cheng, CFP® Pro is named one of the Top 10 Most Influential Advisors of 2021 by Investopedia

June 16, 2021

CNBC: “Inflation is continuing to rise—here’s how it could affect your money”

May 19, 2021

AAPI Perspectives: “Marguerita Cheng on Early Lessons and Lifelong Learning”

November 09, 2020

US News & World Report: “Estate Planning: Create Your Legacy”

November 09, 2020

USNews, Money: “Estate Planning: Create Your Legacy: Estate planning is not only for the wealthy, it’s for everyone. Here’s how you can get started”

October 01, 2020

The Statistics: Why don’t more women consult a financial planner when they divorce?

August 2020

August 2020: Six Personal Financial Planning Tips To Put Into Play During the COVID-19 Pandemic

July 17, 2020

The Street: “Don’t Liquidate Your Stock Investments: A Recession- and Pandemic-Proof Investment Strategy”

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Marguerita In The News

August 15, 2026, CuraDebt: "How Couples Can Talk About Credit Card Debt Before It Becomes a Relationship Crisis" — In today's issue, Marguerita Cheng, CFP®, RICP®, Chief Executive Officer, Blue Ocean Global Wealth, offers the Short Answer.

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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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