Blue Ocean

global wealth

Investment Advisory
Financial Planning

Published Content

CFP Board

Blue Ocean Global Wealth is a proud supporter of CFP Board In addition to her volunteer responsibilities as a CFP Board Ambassador and a CFP Board’s Women’s Initiative (WIN) Advocate , our CEO, Marguerita Cheng, actively contributes to CFP Board’s Let’s Make A Plan consumer blog.

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

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