TV Appearances « Marguerita Cheng

Marguerita Cheng is featured on this educational webinar: Financial Management + Retirement Planning

Webinar: EXPRESS Tech-Ready, Finance Steady

Topic: Financial Management and Retirement Planning — A guide for solopreneurs and business owners

Speakers: Marguerita Cheng, CFP® Pro, CEO, Blue Ocean Global Wealth and John Clark, AIF®, VP, Advisor Channel Consulting, Sentinel Group

Host: US PAN ASIAN AMERICAN CHAMBER OF COMMERCE EDUCATION FOUNDATION

November 27, 2025

Marguerita Cheng presents at Jeannie Dougherty’s 3rd Annual Caregiver Conference: “How to Set Up a Low-Stress, Long-Term, Flexible Financial Plan for You and Your Child”

October 10, 2025

USNews & World Report: “Investing Roundtable: How to Invest in Energy Now”

September 26, 2025

GoBankingRates: “4 Insurance Mistakes Most People Make — and How To Avoid Them”

July 31, 2025

CNBC Presents: “What Every Journalist Needs to Know About Personal Finance” with speaker Marguerita Cheng

July 17, 2025

Charm City Run: Watch Rita’s story and discover the shoe that’s helping her, and runners like you, go the distance.

May 20, 2025

Marguerita Cheng is featured on today’s episode of Break the Norm Leadership show

March 28, 2025

LinkedIn: CFP Board Director Marguerita (Rita) Cheng, CFP® Shares an Important Message!

January 22, 2025

https://youtu.be/V6ebC2GDL1w

Advisorpedia: “Health and Wealth in 2025: Investing in Your Portfolio and Your Plate”

Marguerita In The News

Dec. 29, 2025, GoBankingRates: "Food Stamps: What To Know About SNAP Payments in January 2026" — Reporter Chris Adam writes in today's article, "When it comes to changes for SNAP (Supplemental Nutrition Assistance Program, aka food stamps) payments in 2026, there have been three big ones making headlines. The new year not only means new rules for many families but also increased responsibilities for states." Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, said she’s also watching other changes to SNAP that reflect policies designed to expand access, improve nutrition and streamline operations.

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."

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!