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

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.