The Tony Steuer Podcast: Marguerita Cheng talks about “The Importance of Placing Client Interests First”

Listen to the podcast on Inkandescent Radio The Tony Steuer Podcast: Marguerita Cheng talks about “The Importance of Placing Client Interests First” Don't miss today's interview with Marguerita Cheng, CFP® Pro on Tony Steuer's podcast!

Tony Steuer Podcast, May 17, 2023 — On the latest episode of The Tony Steuer Podcast, I spoke with Marguerita (Rita) Cheng, CFP, RICP, Chief Executive Officer at Blue Ocean Global Wealth, about the importance of always placing your client’s interests above all else.

In this episode, we discussed:

The importance of using money wisely.
Why we need to understand values and priorities.
How our financial lives are dynamic, just like our lives.

Be sure to watch and listen to this interesting episode!

Marguerita In The News

GoBankingRates, Sept. 9, 2025— Marguerita Cheng, CRP® Pro, is featured in today’s article by Chris Adam, who writes, “You may want to put on your inspector hat if you’re in the market for a good used car. According to Consumer Reports, finding a trouble-free used vehicle isn’t about luck. It’s a combination of good research and investigative skills. After all, you don’t want to waste money on a used car that isn’t worth it. Here's what Marguerita suggests.

TV Appearances

GoBankingRates.com, Sept. 26, 2025 — Marguerita Cheng, CFP® Pro, is featured in today's video and article by Laura Bogart, who writes, "Purchasing life insurance is one of those milestone moves that makes you feel like a grown-up. It’s a sign that you’re ready to protect your family financially and prepare for the unexpected or even get strategic about how you build long-term wealth. But that doesn’t mean it’s an easy decision. From underestimating your coverage needs to misunderstanding different policy types, even well-meaning individuals can make costly mistakes."

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.