Marguerita M. Cheng, CFP®
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning Counselor℠, Retirement Income Certified Professional and a Certified Divorce Financial Analyst. She helps educate the public, policymakers and media about the benefits of competent, ethical financial planning.
Latest articles by Marguerita M. Cheng, CFP®
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Personal Finance Wisdom From the Year of the Rooster
retirement When it comes to money and success, people born under the Chinese zodiac sign of the rooster can teach the rest of us a thing or two.
By Marguerita M. Cheng, CFP® • Last updated
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4 Tips for Investing in This Bunny Market
Markets Not a bear or a bull, today's market zigs and zags and can confuse us all.
By Marguerita M. Cheng, CFP® • Last updated
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5 Ways to Save on Back-to-School Shopping
spending Make a budget and stick to it when spending on your kids.
By Marguerita M. Cheng, CFP® • Last updated
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4 Ways Investors Can Deal with the Brexit Fallout
Markets Don't panic. You just need to focus on your long-term financial plan.
By Marguerita M. Cheng, CFP® • Last updated
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5 Free Apps to Help You Control Your Finances
Budgeting Finally, financial help is right at your fingertips.
By Marguerita M. Cheng, CFP® • Last updated
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6 Smart and Simple Money Tips for New Grads
Budgeting Start your journey to wealth creation on the right foot.
By Marguerita M. Cheng, CFP® • Last updated
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5 Fun Ways to Teach Kids About Money
savings You can help your children spring into financial literacy by incorporating money talks with enjoyable activities.
By Marguerita M. Cheng, CFP® • Last updated
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How Financial Planning Is Like Playing Sports
Financial Planning Both can help you improve your life by boosting your confidence and encouraging smart decision-making.
By Marguerita M. Cheng, CFP® • Last updated
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Year of the Monkey: What the Chinese Zodiac Can Teach Us About Personal Finance
Financial Planning Here are some lessons we can learn from this charming and energetic creature.
By Marguerita M. Cheng, CFP® • Last updated