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

Four Ways To Manage Risk Amind Low Volatility

    Rising asset values in the stock and housing markets, and low volatility, could be tricking investors into a sense of complacency. To mitigate unanticipated risks, it’s impor[..]

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Blue Ocean Global Wealth interviews Sheena Yap Chan, ho ...

  My name is Sheena Yap Chan and today I have the privilege to share a bit of me and my journey through self confidence on this platform.  To me, I think it’s important for women to be fina[..]

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