TV Appearances

October 10, 2019

Nightly Business Report: Rita Cheng talks about “Frozen Pension”

September 1, 2019

THE FPA Talks with Rita Cheng about “Kids, Money and Getting Started — When and How”

January 21, 2019

CFA Institute: The 21st Century Adviser — Rita Cheng joins a panel discussing “Building a Practice for Today’s Emerging Clients

January 21, 2019

AssetTV: Rita Cheng talks about being the “Alpha Female: The Competitive Advantage of Diversity”

January 21, 2019

The Capital Group: The RIA dilemma — Rita Cheng explains what to do when clients disagree with good advice

January 21, 2019

AssetTV: On Diversity with Rita Cheng

October 11, 2018

The TASA Group: Ethical Considerations for Working With An Aging Population

September 25, 2018

https://youtu.be/OeRkNNO7mKo

USA Today: Rita Cheng talks about “5 things to do with your first paycheck”

September 16, 2018

Kiplinger: Don’t Measure Your Self Worth by Your Net Worth

September 14, 2018

https://youtu.be/sYt7D3gRQg8

MonkeySee: Teaching Kids To Save Money

Marguerita In The News

May 24, 2026, AOL.com: "Here's How Much College Tuition Has Increased Since 2006 – and 4 Ways You Can Save" — Reporter Chris Adams writes, "It’s no secret that college tuition generally keeps getting more expensive. Just how much in the last two decades? According to U.S. News & World Report, since 2006, tuition and fees at private national universities have increased about 32% (when adjusted for inflation). For public universities, when adjusted for inflation, in-state tuition and fees have risen about 29%, while out-of-state ones have risen about 24%." For insight, he turned to Marguerita Cheng, certified financial planner (CFP) and CEO of Blue Ocean Global Wealth.

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!