Advisor Insights: “Value Innovation” And Helping The Elderly With Their Finances

July 13, 2023: Marguerita Cheng, CFP®, RICP®, discusses “value innovation” as a founding principle of Blue Ocean Global Wealth, the importance of taking care of our elderly’s finances, and how protecting clients from themselves can present some ethical questions. Don’t miss this interview on Advisor Insights TV!

Marguerita In The News

April 14, 2025 — The sharp demand for CFP services has pushed InvestmentNews’ 5-Star Financial Planners to stand out in a dynamic market by exemplifying excellence, integrity, and dedication in helping their clients. They were nominated and then benchmarked against others to determine the country’s best. "While the winners have varying skill sets, a commonality is that the most successful financial planners specialize. They are serving a particular niche and have leveraged it to obtain a competitive edge." Congratulations to Marguerita Cheng, CFP® Pro, CEO of Blue Ocean Global Wealth, who made the list again this year.

TV Appearances

April 2025: Marguerita Cheng knows women bring invaluable perspectives to financial planning — especially when helping clients through major life transitions. In today's video, CFP Board Director Marguerita (Rita) Cheng, CFP® shares how her caregiving experience has strengthened her ability to support clients and why more women should consider becoming CFP® professionals. Watch here!

Books by 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.