Marguerita Cheng

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

  • Home
  • About Blue Ocean Global Wealth
  • Guidance for Entrepreneurs
  • Financial Advice for Widows
  • Resources for Divorce
  • Contact Marguerita
Newsletters
July 2020

Money ‘Beach Reads’: CFP® Pros Recommend Their Favorites

June 2020

Congrats, grads! Now Start Tackling Your Student Debt

May 2020

Good news, ladies! You can have your cake and eat it too with Impact Investing

May 2020

5 Steps to Help Pre-Plan for your Funeral

March 2020

Mindful Financial Planning: 6 Tips in Celebration of International Women’s Month

February 2020

Love and Money — 10 Tips for New Partners to Seamlessly Plan Together

January 2020

Start the Year Working Toward Financial Freedom — 5 Ways To Build A Strong Foundation

December 2019

How to Protect Your Elders from Financial Fraud

November 2019

Protect Your Credit Cards Online — you’ll thank yourself later

October 01, 2019

October 2019: What is an FHA Mortgage Loan and is it Right for You?

September 01, 2019

September 2019: Planning for Social Security — and Making the Most of It

August 2019

How to Manage Your Wealth in Times of Chaos

Previous Page Next Page

Marguerita In The News

July 3, 2026, AOL.com: "The Down Payment Savings Challenge That Could Get You Into a Home Faster" — In today’s article on AOL.com, reporter Chris Adams writes, “Saving for a down payment on a house can feel almost impossible when rent may already be eating 30% to 40% of your income." He asked Marguerita Cheng, certified financial planner and CEO of Blue Ocean Global Wealth, about taking a different approach to savings.

read more

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!

read more

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!

read more

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.

read more

Speaking Gigs

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!

read more

All content on this site copyright © 2026 Marguerita Cheng All rights reserved-- Website by Inkandescent Public Relations--