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

April 24, 2025 — In today's issue of GoBankingRates.com, we learn there may be some interesting tech investing trends to watch this year, according to Marguerita Cheng, a certified financial planner and CEO of Blue Ocean Global Wealth. "As the pace of technological innovation continues to accelerate, there are some areas of opportunity to consider for investing," she explains.

April 2025: Marguerita Cheng knows women bring invaluable perspectives to financial planning — especially when helping clients through major life transitions. In today's video, CFP Board Director Marguerita (Rita) Cheng, CFP® shares how her caregiving experience has strengthened her ability to support clients and why more women should consider becoming CFP® professionals. Watch here!

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!