Marguerita Cheng is named one of the top financial advisors of 2020!

Congratulations to Marguerita Cheng, who in October was named one of the top financial advisors of 2020 by Investopedia!

The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.

Rita has earned this honor for years:

She was one of the Top 10 in 2017
Top 100 in 2018
Top 10 in 2019
And again this year, she’s in the Top 100

Contact Rita to say congrats! Email: mcheng@blueoceanglobalwealth.com

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.