CNBC TV: “Tips to Optimize Your Portfolio”

CNBC TV, Nov. 10, 2021 — Marguerita Cheng, CFP® Pro, stars on tonight’s episode of CNBC TV.

“Inflation is a byproduct of the pandemic and some investors predict it may stick around for the foreseeable future,” reporters explain, turning to Marguerita to examine how to maximize gain and minimize risk in this new economy.

Watch now!

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.

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."

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!