Advisor Council

Marguerita Cheng

Marguerita Cheng, CEO of Blue Ocean Global Wealth
Source: Marguerita Cheng

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. Cheng is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia and Kiplinger. She is a certified financial planner professional, a chartered retirement planning counselor, a retirement income certified professional and a chartered SRI counselor.

 Marguerita is currently registered through Private Client Services, Member FINRA/SIPC and a Registered Investment Advisor to offer securities and advisory products and services.

Cheng may be reached by email at mcheng@blueoceanglobalwealth.com.