About
What We Do About Us
In 2013, Blue Ocean Global Wealth was born from a deep-seated belief that everyone deserves a guiding hand on their financial journey. Not from a boardroom or a business plan, but from a vision of making financial advice accessible to all.
Imagine a place where financial advice isn’t a privilege for the wealthy, but a right for everyone. A place where your dreams are nurtured with the same care, whether you’re charting the course for retirement, balancing the care of aging parents, or planning your children’s education. Here, financial planning is separated from investment management, ensuring that your well-being is our sole focus.
About Us A Team That
Understands You
Our journey began with a simple realization: too many people sacrifice their health for wealth, only to spend their wealth to regain their health. We wanted to change that narrative. So, we set out to create a space where financial well-being and personal wellness go hand in hand.
Empathy is the wind in our sails. We’ve walked in your shoes and faced similar storms, and we’re here to navigate with you. Trust isn’t just a word; it’s the foundation of our relationship. With integrity as our compass, we ensure you always know the direction we’re headed together.
Our passion is the fuel that drives us. Every milestone you reach is a celebration for us. We’re not just your advisors; we’re your biggest cheerleaders, committed to seeing you succeed. Inclusivity is our anchor. We believe everyone deserves a seat at the table, and we’ve created an environment where every voice is heard and every dream is valued.
Picture this: a serene ocean, vast and full of possibilities. That’s how we see your financial journey. It’s not about the size of your portfolio but the dreams you harbor and the life you envision. We’re here to provide the map, the support, and the expertise, but you hold the helm.
Marguerita M. Cheng CFP®, RICP®
Chief Executive Officer
Navigating life's financial complexities has always been more than just a career for me—it's a deeply personal mission. The seeds of this journey were planted early in my life, shaped by experiences that taught me the importance of...