The creators of Blue Ocean Strategy implement a differentiated strategic vision. Value innovation is the cornerstone of Blue Ocean Strategy. Value innovation requires a different competitive mindset and a commitment to identifying new opportunities that transcend conventional boundaries of industry competition.

Recognizing the ambiguity now facing Americans after an erosion of trust in the financial services industry, Blue Ocean Global Wealth develops impactful continuing education (CE) programs for professional advisors and clients.

Marguerita Cheng Speaking Bio

Continuing Education (CE) programs offered

  • Ethics
  • The Case for Succession Planning
  • Diversity in America
  • Social Security: Innovative Financial Planning Strategies for Benefit Optimization:
  • Advanced Retirement Planning Strategies:
  • Effectively Communicating the Financial Jumble to Your Clients

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Marguerita Speaking At Podium