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Beauty of Finance

Budgeting With Disabilities | Blue Ocean Global Wealth

Budgeting To Best Serve Family Members With Disabilities

Marguerita Cheng | Apr 28, 2022
Women In ETFs Service Award | Blue Ocean Global Wealth

Women in ETFs Service Award

Marguerita Cheng | Apr 21, 2022
Marguerita (Rita) Cheng, CFP® | Blue Ocean Global Wealth

Marguerita Cheng, CFP® Honored as an Champion for Gender Parity in Financial Services

Marguerita Cheng | Mar 31, 2022
People shaking hands over a table. On the table is a laptop and some coffee cups

10 Questions to Ask Your Financial Advisor

Marguerita Cheng | Nov 29, 2021
a row of wind turbines in a field

What You Should Know About ESG Investing

Marguerita Cheng | Jul 21, 2021
Rita guest lectures at Delaware State University’s inaugural Financial Planning Association (FPA) student chapter meeting

Rita guest lectures at Delaware State University’s inaugural Financial Planning Association (FPA) student chapter meeting

Marguerita Cheng | Mar 31, 2021
Categories
Educational Events
Financial Planning
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7 Important Tips You Need to Know Now About CFP® Professionals

Marguerita Cheng | Sep 2, 2020
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Love and Money: 10 Tips for New Partners to Seamlessly Plan Together

Marguerita Cheng | Feb 12, 2020
A wind turbine in a field of sunflowers

ESG Investing: Be Socially Responsible With Your Investments

Marguerita Cheng | Nov 20, 2019

Starting a Business

Marguerita Cheng | Jul 10, 2019
Categories
Business

Ring the Bell for Gender Equality 2019

Marguerita Cheng | Mar 8, 2019
Categories
Uncategorized
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Key Lessons Learned from the 2008 Financial Crisis

Marguerita Cheng | Dec 8, 2018
Categories
Financial Planning

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9841 Washingtonian Boulevard
Suite 200
Gaithersburg MD 20878

Contact Info

P: 301-502-5306
E: mcheng@blueoceanglobalwealth.com

     

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Advisory and Brokerage Services offered through Private Client Services LLC, member FINRA/SIPC.  Private Client Services LLC and Blue Ocean Global Wealth are unaffiliated entities.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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