TV Appearances

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

April 29, 2021

Reuters: “Lessons learned from the pandemic”

April 13, 2021

Celebrate Financial Literacy Month on April 28 at this Virtual Event: How to Plan for an Emergency

April 9, 2021

Blue Sky: Shawn Richards interviews Marguerita Cheng, CFP® Pro about “Understanding Different Communication Styles”

April 6, 2021

Behind the Inspiration: Ken Waller Interview Marguerita Cheng, CFP®

March 14, 2021

Investment News: 2021 Women Adviser Summit

Marguerita In The News

The first Women’s Retirement Security Day will be held on July 14, 2026: This national awareness initiative brings together employers, financial professionals, policymakers, advocates, and community organizations to spotlight the importance of retirement readiness for women. The campaign focuses on educating audiences about the retirement savings gap women face, amplifying conversations around long-term financial wellness, and encouraging action through education, advocacy, and participation.

Private Capital Frontiers invites you to it's Aug. 5 webinar: "Educating clients, building trust" featuring Marguerita Cheng, CFP® Pro — I will be joining an upcoming CFA Institute webinar to discuss how firms can better educate clients and build trust in increasingly complex private markets environments. We will explore strategies for communicating nuanced investment concepts clearly, improving transparency, and helping investors navigate today’s evolving private wealth landscape with greater confidence. Please join us for this conversation alongside leaders from across the industry, including Lauren Minch, CFA, and Daniel Drabinski, CFA. (CFA Institute members can earn 1 PL credit for attending.) Register today

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.