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.

Latest Posts

The Beauty of Finance

A Roadmap for Insurance Claims after a Natural Disaster

  Tips for financial recovery for those affected by Harvey, Irma   After the winds end and the waters recede, people affected by the two monster hurricanes in the southern Unit[..]

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2017 September Financial Market Update

Climbing a Wall of Worries to New Highs   The S&P 500 Index has risen 12.53% since the beginning of the year – pretty impressive. The S&P 500 not only ended the quarter at a recor[..]

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