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

2017 December Financial Market Update

  Running of the Bulls   The bulls took charge the day after election day, keeping the bears on the defensive throughout 2017. A GOP that controlled all three branches of government[..]

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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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