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

April 23, 2026, GoBankingRates: "4 Ways Retirees Should Adjust Their Investments Amid the Iran War" — "When a world event such as the Iran War shakes the stock market, it can be difficult for retirees to take a breath and figure out whether they need to take action with their own investments," writes Chris Adams in today’s article on GoBankingRates. He turned to Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, for insight. Here's what she said.

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!