Blue Ocean Global Wealth

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For more than a decade, Blue Ocean Global Wealth has built its practice on a straightforward commitment: delivering financial advice with objectivity, accountability and transparency. The firm, which Marguerita Cheng founded and leads as CEO, provides financial planning and wealth management services guided by those principles.

Cheng holds the Certified Financial Planner designation and brings a career defined by perseverance to that work. She entered the profession as a career changer with two young children and no established client base, navigating skepticism from colleagues and caregiving responsibilities for her father, who had Parkinson’s disease. She went on to build a 100% women-owned firm grounded in the values that shaped her path.

Her commitment to equitable access to ethical financial guidance extends beyond the firm’s client roster. Cheng provides pro bono financial counseling and advice to women entrepreneurs and women experiencing domestic abuse, operating from the conviction that every woman, regardless of age or stage of life, deserves to be financially confident, empowered and resilient.

That dedication to competence and integrity has drawn national and regional recognition. In 2024, the Financial Planning Association of the National Capital Area named Cheng Financial Planner of the Year, and Money magazine recognized her among the country’s best financial planners. In 2025, Investment News named her a Five Star Wealth Manager. Blue Ocean Global Wealth operates with a staff of three.

Honoree profiles were written using an artificial intelligence program and supported by forms completed by the honoree. Each profile was reviewed, fact-checked and edited for accuracy by The Daily Record’s editorial staff.

This profile is part of The Daily Record's In the Lead: Best Women-Owned Businesses in Maryland list for 2026. Information used in this profile was sourced from the honoree. See the full list at thedailyrecord.com.