White Papers

The Power of Financial Planning

Reverse Mortgage

The "Power of Financial Planning" white paper addresses:

The definition of financial planning
The benefits of financial planning
CFP® certification requirements
Financial designation ambiguity
Eight traits to look for in a financial planner
Distinction between investment management and financial planning
CFA charter requirements
Diversified cruise control
Applying the wisdom of Charles Munger: “febezzlement”

The "Reverse Mortgage" white paper addresses the features of reverse mortgages, factors that impact the amount for which a borrower is eligible, qualification criteria, and stories from real-life experiences.

Blue Ocean Global Wealth focuses on each client’s financial needs and life goals. We employ an integrated and comprehensive approach to asset management and financial planning. At Blue Ocean Global Wealth, our intelligence, experience, and discipline stewards the growth and protection of our clients’ wealth.

Comprehensive Financial Planning
Ongoing Financial Advice & Goal Tracking
Retirement Planning
Retirement Income Planning
Strategic Asset Allocation & Portfolio Construction
Concentrated Wealth Protection Strategies
Insurance Analysis & Risk Management Planning
Education Planning
Investment Tax Planning
Sudden Wealth Management
Women’s Finances
Divorce Issues
Charitable Giving
Intergenerational Wealth Transfer & Legacy
Multi-generational Financial Education

Marguerita Cheng, CEO of Blue Ocean Global Wealth, and her father Paul S. Cheng

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