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

Sameer interviews Rebecca Fender, CFA, Head of Future o ...

  image credit: Blue Ocean Global Technology   Blue Ocean Global Wealth: Please tell us about the Future of Finance initiative at CFA Institute.   Rebecca Fender: The Future of Fi[..]

View Blog Post

2017 March Financial Market Update

Political Uncertainty as Viewed Through an Investment Lens   The overriding theme that has engulfed markets during the first quarter, particularly stocks, has been Donald Trump and the gene[..]

View Blog Post

Schedule phone consultation to learn about a financial planning relationship with Blue Ocean Global Wealth

Blue Ocean Global Wealth News & Articles