TV Appearances « Marguerita Cheng

Check out this new video featuring Marguerita Cheng, CFP® Pro, CEO, Blue Ocean Global Wealth

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

Learn more about Marguerita and her accomplishments, as well as her weekly podcast/video show Margaritas with Marguerita here: MargeritaCheng.com.

June 13, 2023

Advisor Insights: “Value Innovation” And Helping The Elderly With Their Finances

May 11, 2023

Purse Strings, “Caring for an aging parent: Learn from Marguerita Cheng’s true story”

April 8, 2023

Mac Garner, CFP®, features Marguerita Cheng on his show, “Motivate Your Money”

January 20, 2023

Purse Strings: This year I’m going to (really) start saving for retirement.

January 8, 2023

Marguerita Cheng, CFP® Pro Wins Comcast RISE Award

November 11, 2022

The Big Reveal Show: Today’s Spotlight is on Marguerita Cheng, CFP® Pro

October 24, 2022

The IRS overhauls its tax brackets in an attempt to boost paychecks for U.S. consumers.

“The U.S. tax system, is not a flat tax system,” @BlueOceanGW CEO Margarita Cheng says. “It is progressive, it’s graduated.” pic.twitter.com/yjnGbuZMCD
— Yahoo Finance (@YahooFinance) October 24, 2022

Yahoo Finance features Marguerita Cheng, CFP® Pro: “The IRS overhauls its tax brackets in an attempt to boost paychecks for U.S. consumers”

August 16, 2022

Purse Strings: “How Can Inflation Affect Your Retirement Plans?”

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!