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.

Latest Posts

The Beauty of Finance

2017 October Financial Market Update

Melt Up   The Dow Jones Industrial Average1 ended October near a record high. The same can be said of the broader-based S&P 500 Index3, which is a measure of 500 large publicly-traded U.S. [..]

View Blog Post

These Big Three Financial Priorities Come Before Payin ...

  CFP Board Ambassador offers tips for to help families avoid heavy college debt loads   This year’s federal financial aid forms became available this month, opening the door[..]

View Blog Post

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

Blue Ocean Global Wealth News & Articles