Blue Ocean Global Wealth is comprised of three distinct groups that serve the unique needs of our clients.
Our team of investment professionals is responsible for investment research, portfolio analysis, performance measurement, manager due diligence, and institutional insight. The ISG seeks to improve the investor experience for Blue Ocean Global Wealth clients.
Our team of financial planning professionals is responsible for providing clarity and helping our clients achieve their goals. As fiduciaries, the FPG develops, implements, and monitors financial plans and investment policy statements.
Our team of education professionals is responsible for the research, application, and delivery of informative insight to our public, private, and nonprofit partners. The IEG enables organizations and families to make sound financial decisions.
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. Marguerita also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).
Rita is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).
Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).
Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. As part of the Investment Strategy Group at The Bank of Nova Scotia, Sameer actively contributed to the firm’s white paper and institutional business development efforts. He delivered keynote presentations and fostered education partnerships nationally. His fiduciary responsibility at Ernst & Young and Advisor Compliance Associates include helping asset management and alternative investment companies adapt to Sarbanes-Oxley. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. Sameer serves on the Financial Planning Association (FPA) National Diversity Committee and the Board of Directors of the Philadelphia/Tri-State FPA. A senior financial services leader on industry roundtable and panel discussions, Sameer serves on CFP Board’s Council on Education and is a Women’s Initiative (WIN) Advocate. He is an active member at CFA Institute and a Board Advisor at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent speaker on succession planning, technology, diversity, retirement, financial planning, entrepreneurship, and leadership. He earned his B.S. in Finance and Accounting from Georgetown University and is a 2012 FPA Diversity Scholar.
Sameer’s mantra is “The man who doesn’t read good books has no advantage over the man who cannot read” (Mark Twain).