VettaFi: “The Road to Exchange: Featuring Marguerita Cheng of Blue Ocean Global Wealth”

VettaFi, March 2025 — In honor of Women’s History Month, Marguerita Cheng, CFP® Pro, was chosen to be featured the interview on the VettaFi show, given her expertise working with women as a financial planner.

In today’s interview, Roxanna Islam asks Rita: 

• What led you to founding Blue Ocean Global Wealth and what do you think are some of the things that set you apart?
• Financial planning is very comprehensive—it’s not just looking at stocks and bonds. Tell us about the sort of relationship a planner has with a client and what sort of aspects they help with.
• I’ve heard you talk about making financial planning and advisory more accessible—whether that’s to women, younger generations, small business owners. What are some of the ways financial planning can be made more accessible?
• What advice would you give a young financial planner, advisor (or anyone in the industry) that’s trying to succeed?
• You’re involved across a lot of different communities in the financial world–what do you like about the ETF community
• You’ve attended Exchange the past couple of years—what were some of your favorite parts of attending a conference like Exchange?

Be sure to watch the interview here and on MargueritaCheng.tv.