TV Appearances

April 15, 2022

PBS Books: “Principles of Personal Financial Literacy”

March 5, 2022

Meet this year’s member of University of Maryland Board of Governors: Marguerita Cheng ‘91, ‘93

December 17, 2021

PBS Books: “The End-of-Year Financial Checklist”

December 13, 2021

Y Charts: The 14 Charts that Defined 2021

October 20, 2021

Conversations for Financial Professionals: “Finding Your Niche in Financial Services,” starring Marguerita Cheng, CFP® Pro

September 29, 2021

Marguerita Cheng, CFP® Pro is the keynote speaker at the ETF Express US Awards Networking Ceremony 2021

August 6, 2021

Investopedia: “How Radical Transparency Can Help Independent Advisors Boost Success”

July 23, 2021

PBS Books: “Financial Freedom – Declare the Life You Want”

May 25, 2021

Investment News: “Talking diversity during Asian American Pacific Islander Heritage Month”

May 4, 2021

Financial Advisor Tech Summit: Building Integrated 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!