Marguerita Cheng

Meet the savvy investment guide who helps women plan ahead for a secure financial future

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TV Appearances
September 8, 2024

Professional Perspective: Marguerita Cheng, CFP® Pro shares “Steps to Harnessing the Power of Empathy”

February 6, 2024

Road to Exchange: Marguerita Cheng — A video interview with Marguerita Cheng, CFP® Pro

July 3, 2023

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

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”

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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.

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TV Appearances

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! 

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Margaritas with Marguerita Show: Podcast + Video Series

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!

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Books by 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.

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Speaking Gigs

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!

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