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.

Marguerita In The News

May 27, 2025 — "You may be thinking beyond the traditional investment opportunities, such as stocks and bonds, when looking for options during retirement," writes Chris Adams in today's article for GoBanking Rates. "While those can provide solid returns, there may be lots of other options to consider." Marguerita Cheng is among a handful of financial experts who shared with GOBankingRates their recommendations, and she suggests: Diversified Stocks and Commodities. Click here to learn why.

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!