ETF Working Lunch: Creating an Inclusive, Judgment-Free Space

April 11, 2023, ETF.com — On today’s episode of ETF Working Lunch, Blue Ocean Global Wealth founder Marguerita Cheng explains what drives her practice and how she serves her clients. Rita joins etf.com‘s Heather Bell on the podcast to talk about how her firm approaches educating and coaching clients. Click here to listen!

About ETF Working Lunch: Our biweekly podcast where etf.com writers and analysts discuss the latest news and most important trends in ETFs with some of the smartest women in the business. It’s a fun and insight-packed gathering of ladies who work through lunch! You can also listen to it on Spotify, iTunes and Google.

Marguerita In The News

July 10, 2025, Money magazine — Marguerita Cheng, CFP® Pro, is one of Money’s choices for the top 30 women planners this year. The editors explain: "All highly qualified, customer-centric financial advisors who serve clients of all backgrounds. Whether you need comprehensive financial planning or niche expertise for a life transition, these financial experts are well-equipped to help you live a richer life. This list of the best financial planners is a collaboration between Money and the Financial Planning Association (FPA), a trade association and membership organization that represents more than 17,000 financial planners across the United States." See who made the list.

May 20, 2025: On Ep 27 Marguerita talks about "Breaking Barriers: Redefining Wealth, Confidence, and Leadership," with host Rachel Saathoff. 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!