Speaking Gigs « Marguerita Cheng

Investment News: What does it mean to work in the best interest of clients?

Investment News Summit — 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.

Click here to view the Riskalyze Fearless Investing Summit!

January 21, 2019

Institute of Wealth & Investments ACE: The Value of Fiduciary Advice

March 7, 2017

CFA Institute: The 21st Century Adviser Building a Practice for Today’s Emerging Clients with Marguerita Cheng and Stacy Francis

Marguerita In The News

GoBankingRates, Nov. 12, 2025 — In today's article, reporter Chris Adam writes: "When it comes to money habits, the perceived “right way” to do things can certainly vary by generation." He spoke with six finanical planners to discover the boomer money habits many millennials are avoiding, including Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, who shares insights into Staying With Subscriptions.

Oct. 10, 2025 — Today on US News & World Report's Investing Roundtable, find insights on "How to Invest in Energy Now: Nuclear, AI Data Center Power, Grid Infrastructure, and more!" Watch this video to learn from Marguerita Cheng and other financial experts!

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!