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Marguerita Cheng is the Chief Executive Officer of Blue Ocean Global Wealth, the registered investment adviser she founded to make financial planning more approachable for the people it has historically overlooked. She holds the CFP® certification along with the Accredited Investment Fiduciary®, Retirement Income Certified Professional® and Chartered Advisor of Philanthropy® designations.
She sits on the Board of Directors of CFP Board and on the CNBC Financial Advisor Council, and was a founding member of CFP Board's Diversity Advisory Group. Before founding Blue Ocean she advised clients at Ameriprise Financial, and began her career in Tokyo as an analyst and editor at Towa Securities.
Oct 20, 2026 · 5 min readFinancial Stress Can Be Deadly – Here’s How to Cure ItRetirement should be the time when Americans should have maximum peace of mind, as they no longer must worry about the daily bubble of corporate life. But the experience of…
Jun 26, 2025 · 5 min readUsing a Whole Life Insurance vs a 529 Plan as a Savings or Investment ToolGone are the days when a life insurance plan was solely about paying benefits to beneficiaries upon the insured’s death. The presence of a cash value component in permanent life…
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