Marguerita Cheng

CEO, Blue Ocean Global Wealth. CFP®, CRPC®, RICP®, CDFA™.
Marguerita M. Cheng is the CEO 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 Kiplinger. The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. We embrace global diversity and steward the protection, growth, and distribution of our clients' wealth. Marguerita’s personal mantra is, “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (by A.J. Reb Materi).
INFLUENCE
100 TOTAL NUMBER OF CLIENTS
N/A ASSETS UNDER MANAGEMENT

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