Marguerita Cheng

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

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TV Appearances
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

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

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Marguerita In The News

Dec. 29, 2025, GoBankingRates: "Food Stamps: What To Know About SNAP Payments in January 2026" — Reporter Chris Adam writes in today's article, "When it comes to changes for SNAP (Supplemental Nutrition Assistance Program, aka food stamps) payments in 2026, there have been three big ones making headlines. The new year not only means new rules for many families but also increased responsibilities for states." Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, said she’s also watching other changes to SNAP that reflect policies designed to expand access, improve nutrition and streamline operations.

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TV Appearances

Dec. 18, 2025 — Tune in for today's Webinar, "EXPRESS Tech-Ready, Finance Steady" as advisors Marguerita Cheng, CFP® Pro, CEO, Blue Ocean Global Wealth and John Clark, AIF®, VP, Advisor Channel Consulting, Sentinel Group talk about "Financial Management and Retirement Planning — A guide for solopreneurs and business owners."

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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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