Marguerita Cheng

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

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TV Appearances
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

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

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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.

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TV Appearances

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!

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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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