What We Do Guiding You Towards
Financial Well-Being
We understand the unique challenges you face and offer a financial planning process rooted in empathy and inclusion. Our goal is to help you make the best decisions for yourself, your family, and, if you’re a business owner, your employees as well.
Providers Leveraging Financial Planning
Family providers often face the challenge of balancing the financial needs of multiple generations, from aging parents to children, while also planning for their own futures. Our financial planning services are designed to optimize your assets, aimed at supporting your family with confidence and security. We empower individuals, particularly women, to take charge of their financial futures with expert guidance.
Federal Employees
Federal employees often encounter unique financial challenges and opportunities within public service. We offer specialized guidance to help navigate these complexities, ensuring that your financial strategies align with both your professional life and personal aspirations. Our expertise includes working with Certified Financial Planners (CFPs) to offer you the most comprehensive support.
Scientists in Biotech
For passionate innovators in the biotech field, we understand the dedication required to focus on groundbreaking research and curing diseases. Our financial planning services are designed to provide peace of mind regarding your financial future, allowing you to concentrate on your vital work while aiming to secure your retirement.
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Meet Marguerita "Rita" Cheng
Marguerita “Rita” Cheng is the Founder of Blue Ocean Global Wealth, dedicated to providing empathetic and inclusive financial planning. Her journey, inspired by personal experiences and professional excellence, fuels her commitment to helping clients achieve financial well-being. Discover how Rita's expertise and compassionate approach can guide you through life's financial complexities.
Marguerita Chen Named Founding Member of Investopedia's Advisor Council
We are thrilled to announce that Marguerita "Rita" Cheng has been selected as a founding member of Investopedia's Advisor Council, in celebration of their 25th anniversary. This recognition highlights her unwavering commitment to financial literacy and excellence in financial planning.
To view Investopedia selects their Top Financial Advisors Click Here.
