Contact

Corporate Headquarters:

9841 Washingtonian Blvd., #200
Gaithersburg, MD 20878
301.502.5306

General Inquiries:

888.731.3117 (fax)
info@blueoceanglobalwealth.com

Marguerita In The News

April 19, 2026, Yahoo!Finance: "What That Early Retirement Dream Really Costs If You Live to 95" — In today’s article by Chris Adam, he explains that if you’re hoping to retire early and live well into your 90s, consider just what that means for your finances.

"If you retire at 45 and live to 95, that means your money needs to last 50 years," he writes. "That may be a problem since most retirement calculators plan for 20 to 25 years."

For insight, he turned to Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, who said: Use the Categorization Method.

Dec. 18, 2025 — Tune in for today's Webinar, "EXPRESS Tech-Ready, Finance Steady" as advisors Marguerita Cheng, CFP® Pro, CEO, Blue Ocean Global Wealth and John Clark, AIF®, VP, Advisor Channel Consulting, Sentinel Group talk about "Financial Management and Retirement Planning — A guide for solopreneurs and business owners."

Meet Corey Beal, CEO and Director of Joy, at Empowering Finance and learn about financial planning for the bold, the ambitious, and the badass. Don't miss this interview with Marguerita Cheng!

With my publisher, Hope Katz Gibbs of the Inkandescent PR + Publishing Co., I am so excited to share with you my newest book this year, "Diary of a CFP® Pro." Learn a month at a time how to flex your financial muscles using tried and true strategies.

Investment News — To work in the best interest of clients, you need to understand how a client thinks. Marguerita Cheng of Blue Ocean Global Wealth explains her approach at this important event. Learn more!