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

#CFAedge Session Preview: Attracting Top CFA Talent

  To quote the great Steve Jobs, "We're here to put a dent in the universe." Jobs' sentiment is exactly how CFA Charterholders approach our work and this week's 70th CFA Institute Annual C[..]

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2017 April Financial Market Update

It’s Not Just U.S. Stocks that Have Surged   U.S stocks haven’t been the only winners since election day. Stocks in Europe and around the global have performed admirably against a backd[..]

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