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

4 Questions to Help You Decide if You Are an Impact Inv ...

Please note that this article was originally featured by our CEO, Marguerita Cheng, on CFP Board's Lets Make A Plan Blog.   image credit:  socimpact   If you’ve considered pu[..]

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5 Elements of a Well-Crafted Estate Plan

    A guide to the elements of an estate plan to protect your family   Birth, death, marriage or divorce … these life events are usually the catalysts for creating or updating[..]

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