AGC: The Book

October 2021 — Marguerita Cheng, CFP® Pro, is proud to be part of the AGC™, a safe, collaborative community for financial advisors to grow personally + professionally alongside their peers.

Inside the community, advisors come together to connect and support one another, get answers to questions from growth-minded peers, learn from experts inside (and outside!) our industry, participate in growth challenges, and more!

She’ll be part of the group’s new book. Stay tuned for more!

Marguerita In The News

Dec. 29, 2025, GoBankingRates: "Food Stamps: What To Know About SNAP Payments in January 2026" — Reporter Chris Adam writes in today's article, "When it comes to changes for SNAP (Supplemental Nutrition Assistance Program, aka food stamps) payments in 2026, there have been three big ones making headlines. The new year not only means new rules for many families but also increased responsibilities for states." Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, said she’s also watching other changes to SNAP that reflect policies designed to expand access, improve nutrition and streamline operations.

TV Appearances

Dec. 18, 2025 — Tune in for today's Webinar, "EXPRESS Tech-Ready, Finance Steady" as advisors Marguerita Cheng, CFP® Pro, CEO, Blue Ocean Global Wealth and John Clark, AIF®, VP, Advisor Channel Consulting, Sentinel Group talk about "Financial Management and Retirement Planning — A guide for solopreneurs and business owners."

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.