Marguerita Cheng

Meet the savvy investment guide who helps women plan ahead for a secure financial future

  • Home
  • About Blue Ocean Global Wealth
  • Guidance for Entrepreneurs
  • Financial Advice for Widows
  • Resources for Divorce
  • Contact Marguerita

Check out this new video featuring Marguerita Cheng, CFP® Pro, CEO, Blue Ocean Global Wealth

Learn all about Marguerita’s company, which strives to help take the stress out of financial planning: BlueOceanGlobalWealth.com.

Learn more about Marguerita and her accomplishments, as well as her weekly podcast/video show Margaritas with Marguerita here: MargeritaCheng.com.

Advisor Insights: “Value Innovation” And Helping The Elderly With Their Finances

Guest Posts

Fall 2023: "Money Queen" author Cary Carbonaro explains, "When I think of Girl Scouts, the first thing that comes to mind is their delicious cookies. Still, beyond that, I see an organization that empowers young girls to become strong, confident, and compassionate individuals. As a former Brownie and Girl Scout from ages 7 to 12, I fondly remember the joy of spending extra time with friends in the evenings and creating cherished memories." Check out her Guest Blog post!

read more

This week on the Margaritas with Marguerita show

Sept. 14, 2023, Wealth Management EDGE Podcast — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. Don't miss this episode to learn all about it.

read more

Marguerita In The News

July 27, 2023 — Today in USNews, columnist Marguerita Cheng explains "8 Ways to Minimize Taxes in a Taxable Investment Account." Check it out!

read more

Books

May 2023: In honor of Asian American and Pacific Islander Heritage Month (AANHPI), I am thrilled to be part of this book featuring the stories of 20 Asian women. It's the third installment of the Women Who BossUp series, which profiles women who have broken the mold to achieve, overcome difficulties or inspire change through relentless endeavor. Check it out!

read more

TV Appearances

July 2023: Learn all about Marguerita's company, which strives to help take the stress out of financial planning: BlueOceanGlobalWealth.com.

read more

Speaking Gigs

July 31, 2020: 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. Click below to learn more.

read more

Webinars

Advisor Perspectives — Marguerita Cheng, CFP® Pro will be teaching a continuing education-eligible ethics training is now available free of charge to Advisor Perspectives Premium members on Monday, Oct. 17, 1 pm Eastern. Click here to sign up!

read more

Newsletters

read more

All content on this site copyright © 2023 Marguerita Cheng All rights reserved-- Website by Inkandescent Public Relations--