Speaking Gigs « Marguerita Cheng

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

July 31, 2020, 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.

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

Guest Posts

Fall 2023: "Money Queen" author Cary Carbonaro explains, "When I think of Girl Scouts, the first thing that comes to mind is their delicious cookies. Still, beyond that, I see an organization that empowers young girls to become strong, confident, and compassionate individuals. As a former Brownie and Girl Scout from ages 7 to 12, I fondly remember the joy of spending extra time with friends in the evenings and creating cherished memories." Check out her Guest Blog post!

Sept. 14, 2023, Wealth Management EDGE Podcast — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. Don't miss this episode to learn all about it.

July 27, 2023 — Today in USNews, columnist Marguerita Cheng explains "8 Ways to Minimize Taxes in a Taxable Investment Account." Check it out!

May 2023: In honor of Asian American and Pacific Islander Heritage Month (AANHPI), I am thrilled to be part of this book featuring the stories of 20 Asian women. It's the third installment of the Women Who BossUp series, which profiles women who have broken the mold to achieve, overcome difficulties or inspire change through relentless endeavor. Check it out!

July 2023: Learn all about Marguerita's company, which strives to help take the stress out of financial planning: BlueOceanGlobalWealth.com.

July 31, 2020: 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. Click below to learn more.

Advisor Perspectives — Marguerita Cheng, CFP® Pro will be teaching a continuing education-eligible ethics training is now available free of charge to Advisor Perspectives Premium members on Monday, Oct. 17, 1 pm Eastern. Click here to sign up!