Marguerita Cheng

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

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TV Appearances
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?”

August 4, 2022

Purse Strings: Marguerita Cheng, CFP® Pro, stars on today’s episode, “Proactive Steps for Stay-At-Home-Moms”

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

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Marguerita In The News

July 10, 2025, Money magazine — Marguerita Cheng, CFP® Pro, is one of Money’s choices for the top 30 women planners this year. The editors explain: "All highly qualified, customer-centric financial advisors who serve clients of all backgrounds. Whether you need comprehensive financial planning or niche expertise for a life transition, these financial experts are well-equipped to help you live a richer life. This list of the best financial planners is a collaboration between Money and the Financial Planning Association (FPA), a trade association and membership organization that represents more than 17,000 financial planners across the United States." See who made the list.

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TV Appearances

May 20, 2025: On Ep 27 Marguerita talks about "Breaking Barriers: Redefining Wealth, Confidence, and Leadership," with host Rachel Saathoff. Don't miss it!

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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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