PUBLIC-SOURCE PROFILE
Marguerita M. Cheng
Chief Executive Officer
Blue Ocean Global Wealth ↗Gaithersburg, Maryland
BACKGROUND & PLANNING FOCUS
Get to know Marguerita.
Cheng leads Blue Ocean Global Wealth and helps clients navigate financial decisions during major life transitions, including divorce, career changes, bereavement, and caring for aging relatives.
- Reported firm
- Blue Ocean Global Wealth
- CRD number
- Not listed in this profile
- Minimum investment
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- Fees & compensation
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BEFORE YOU MAKE A DECISION
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- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
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Profile assembled from published professional sources. Details can change; use the original source to confirm.
Firm office listed on official biography page
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