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

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.