TV Appearances

August 23, 2018

Savvy Ladies: How to Change the Networking Narrative with Marguerita Cheng

August 2, 2018

Kim Tracy: Rita Cheng explains, “What is it Like Being Financially Fit?”

July 18, 2018

https://youtu.be/Sn8v6mpKS0E

GuideVine: 8 Qualities to Look for In a Financial Planner with Rita Cheng

July 16, 2018

https://youtu.be/bcmIwacwENc

ETF Strategy Summit: Rita Cheng on bull/bear views on different sectors and how women investors approach risk

March 1, 2018

The Tao Of Self Confidence: Find Your Calling With Marguerita Cheng

February 5, 2018

https://youtu.be/5lZVqtoze9c

Maxwell James asks Marguerita Cheng, CFA, RICP, “What Is It Like Being Financially Fit?”

December 8, 2017

Douglas Goldstein Asks Marguerita Cheng: What’s the First Question You Should Ask Your Financial Planner

April 7, 2017

Smith Business School Honors Marguerita Cheng: 2017 Women Leading Women

December 15, 2016

2016 Women’s Initiative Advocate: Laura Virili interviews Marguerita Cheng

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.