TV Appearances

September 11, 2024

Professional Perspective: Blue Ocean Global Wealth CEO Marguerita Cheng explains the importance of “Building Client Trust”

September 9, 2024

Professional Perspective: “Talking About Long-Term Care Planning” is a passion and priority for Marguerita Cheng, CFP® Pro

September 8, 2024

Professional Perspective: Margeurita Cheng, CFP® Pro explains “Client Action Through Motivational Interviewing”

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.

Marguerita In The News

June 21, 2026, AOL.com: "What Is Phased Retirement — and Is It the Right Move for You?" In today’s article on AOL.com, reporter Chris Adams writes, "If you're thinking the road to retirement may take longer than you expected, you're not alone. According to a Transamerica Center study, nearly half (48%) of U.S. workers say they expect a 'phased retirement." Marguerita Cheng, certified financial planner and CEO of Blue Ocean Global Wealth, told MoneyLion she has several clients who are pursuing “phased retirements.” According to Cheng, they’re doing so for a number of reasons.

Search host Gregory Wilnau shares: "In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial planning before discussing asset management." Don't miss it!

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!