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.

Latest Posts

The Beauty of Finance

Tips for Frustrated Home Buyers

CFP Board Ambassador offers tips for home buyers struggling in a tight market   Housing shortages across the country can make home buying ferociously difficult. That frustration is espe[..]

View Blog Post

2017 July Financial Market Update

The Tortoise and the Hare   Most are familiar with the Aesop’s Fable, The Tortoise and the Hare. It’s a story that teaches that a slow, steady, and deliberate pace ultimately produces s[..]

View Blog Post

Schedule phone consultation to learn about a financial planning relationship with Blue Ocean Global Wealth

Blue Ocean Global Wealth News & Articles