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 a 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

12 Year-End Financial Moves to Make Ahead of Proposed ...

  How to make the most of popular deductions before they disappear   As Americans begin their year-end financial planning the main message is clear: Americans should use tax ded[..]

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2017 November Financial Market Update

Around the World   Last month’s commentary opened with a summary of the number of daily all-time highs recorded by the S&P 500 Index3 – 50 closing all-time highs this year (LPL Research[..]

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