Marguerita Cheng

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

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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

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Marguerita In The News

April 19, 2026, Yahoo!Finance: "What That Early Retirement Dream Really Costs If You Live to 95" — In today’s article by Chris Adam, he explains that if you’re hoping to retire early and live well into your 90s, consider just what that means for your finances.

"If you retire at 45 and live to 95, that means your money needs to last 50 years," he writes. "That may be a problem since most retirement calculators plan for 20 to 25 years."

For insight, he turned to Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, who said: Use the Categorization Method.

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TV Appearances

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."

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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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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!

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