TV Appearances

March 8, 2021

Yahoo Finance: New Financial Challenges for Women with Marguerita Cheng, CFP®

March 1, 2021

Kiplinger: New Financial Challenges for Women with Marguerita Chen‪g‬

December 9, 2020

NAPFA DE&I Tool Kit Culture: Marguerita Cheng, CFP® offers insight

July 24, 2020

Sizzle Reel: Marguerita Cheng

July 8, 2020

PlanStrongerTV: The Sandwich Generation

July 7, 2020

Innovating Advice: 24 Hour Global Commute with Marguerita Cheng

March 30, 2020

Destination Better: Millennials and CSR — Diverse, Ethical, Curious

January 21, 2020

The Value of Fiduciary Advisors with Marguerita Cheng

December 27, 2019

Money Matters Top Tips: Adam Torres interviews Rita Cheng, CFP®

October 19, 2019

Three Cs of Financial Planning with Rita Cheng CFP®

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!