Blue Ocean Global Wealth is an investment advisory firm that strives to be a trusted partner and educational resource. We provide corporations and institutions with portfolio construction, investment due diligence, and risk management consulting. We deliver comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. We embrace global diversity and steward the protection, growth, and distribution of our clients’ wealth. Our Blue Ocean Strategy is education.

Laura Virili interviews Marguerita Cheng, CEO of Blue Ocean Global Wealth, who shares her story about starting career in financial services on Tokyo Wallstreet, serving as a Women's Initiative Advocate & Subject Matter Expert for CFP Board, becoming a CFP® Professional, and then starting her own company.

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The Beauty of Finance

2017 February Financial Market Update

Market Melt- Up   The Dow Jones Industrial Average1 ended February on a negative note, snapping a 12-day winning streak of record closing highs. Looking back at market history, the Dow came up [..]

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How to Manage Your Relationship…And Your Money

  CFP Board offers tips for talking to your significant other about your finances.   It’s always important to keep open lines of communication with your significant other. T[..]

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