@BlueOceanGW

We help our clients gain clarity, confidence & control about their financial lives. #BeautyofFinance #IDFAAmbassador #GlobalMarathoner

 Gaithersburg, MD
blueoceanglobalwealth.com
Joined October 2013
  • Tweets23.5K
  • Following5.7K
  • Followers42.8K
3.8KMedia
BluOceanGlobalWealth retweeted
GOBankingRates@GOBankingRates26 Sep 2025
Life insurance doesn’t have to drain your budget. 🛡️ Marguerita Cheng breaks down the biggest mistakes people make — and how to avoid them. Full guide: gobankingrates.com/money/fin… @MoneyLion
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BluOceanGlobalWealth retweeted
GOBankingRates@GOBankingRates26 Sep 2025
Life insurance: the thing you keep putting off… until it’s too late. ⏳ CFP Marguerita Cheng shares mistakes to avoid— plus a smarter way to save on your policy. gobankingrates.com/money/fin… @MoneyLion
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BluOceanGlobalWealth retweeted
Financial Planning
@finplan8 Aug 2025
New research from @thinkescalent shows many young affluent investors still lack wills. For clients and advisors alike, estate planning conversations can be tricky to get started. “Sometimes it takes a story,” suggested Marguerita Cheng of @BlueOceanGW. #financialadvisors #wealthmanagement #estateplanning bit.ly/4m8Bgna

Many young investors lack estate plans; here's how to start the conversation

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.

financial-planning.com
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BluOceanGlobalWealth retweeted
Investopedia
@Investopedia29 Jul 2025
The Investopedia Advisor Council is a select group of independent financial advisors in the U.S. who contribute to our editorial initiatives, share their expertise, and help support our mission to make financial education more accessible for all. investopedia.com/advisor-cou…
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BluOceanGlobalWealth retweeted
etf.com@etfcom26 Nov 2024
Replying to @etfcom @EricBalchunas @BlueOceanGW @deborahfuhr @NateGeraci
Each judge brings extensive expertise and deep experience in the ETF industry, and they’re eager to help us recognize the most innovative players and ETFs of the year. Mark your calendars—our nomination form goes live on Dec 2. Stay tuned! pulse.ly/gsolipa3oc #etfcomAwards
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BluOceanGlobalWealth retweeted
etf.com@etfcom26 Nov 2024
We are thrilled to announce the confirmed panel of judges for the 2025 etf.com Awards! This esteemed group includes Eric Balchunas (@EricBalchunas), Marguerita Cheng (@BlueOceanGW), Deborah Fuhr (@deborahfuhr), Nate Geraci (@NateGeraci), Lois Gregson (@LoisGregson), Benjamin Lavine (@benjaminMlavine), and Aniket Ullal (@AniketCFRA). #etfcomAwards
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BluOceanGlobalWealth retweeted
Money
@Money19 Sep 2024
Money surveyed more than 1,000 financial planners to arrive at the 80 best, who all earned high marks for qualifications, trust, services and customer service. Check out our list to help you find a professional to plan your financial life.
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Oh, happy day to @BlueOceanGW !!!! Celebrate big, my friend! Happy Birthday!!! 🎂 – at Orlando, FL
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BluOceanGlobalWealth retweeted
Joshua Rodriguez@JRodWrites27 Oct 2023
Should you buy long-term care insurance for your grandparents? cbsnews.com/news/should-you-…

Should you buy long-term care insurance for your grandparents?

Long-term care insurance could help protect your grandparents' dignity and freedom of choice.

cbsnews.com
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BluOceanGlobalWealth retweeted
wealthtender
@wealthtender26 Oct 2023
A new article with 💬 from Angela Dorsey, Marguerita Cheng, and Christopher Clepp published on MSN. @BlueOceanGW @Buildwealth312 #wealthtenderquotes msn.com/en-us/news/other/fin…
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BluOceanGlobalWealth retweeted
Hope Katz Gibbs@beinkandescent9 Oct 2023
Monday Morning Magic from Inkandescent® PR + Publishing Co. — Are you embroiled in a Silver Divorce? Actuary Peter Neuwirth and Certified Divorce Financial Analyst, CFP® professional Marguerita Cheng offer insights: PeterNeuwirth.com
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BluOceanGlobalWealth retweeted
YCharts
@ycharts5 Oct 2023
Our popular Resource Deck is now updated to reflect Q3’s freshest market data📊💥 Leverage these powerful visuals to supercharge your client communication & make an impact that lasts well after a client or prospect meeting. Download now ⬇️ hubs.la/Q024sgDt0

The Top 10 Visuals for Clients and Prospects Slide Deck

This free slide deck is filled with informative visuals that illustrate concepts which are likely to come up in many client and prospect conversations.

go.ycharts.com
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BluOceanGlobalWealth retweeted
Onyx Advisor Network@OnyxAdvisors3 Oct 2023
Can you believe it's October? Time is flying by this year! If you are interested in learning about Onyx to see if we are the right community for you join us next week to learn more! October 11 @ 9 AM PT Register: bit.ly/Onyxoctober We hope to see you there!
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BluOceanGlobalWealth retweeted
Onyx Advisor Network@OnyxAdvisors4 Oct 2023
If you don't know who this podcast is with, it's featuring "MC, MC from the DMV" better known as Rita Cheng. @BlueOceanGW Rita discusses what we can do to make the financial services industry more inclusive. player.captivate.fm/episode/… @emilesmattingly
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BluOceanGlobalWealth retweeted
YCharts
@ycharts7 Sep 2023
The NEW #YCharts Proposals Functionality is officially live! 💬 Showcase portfolio strategies with custom commentary 💡 Import branded content to highlight investment philosophy 🚀 Drive impactful conversations to win new business Explore now ➡️ hubs.la/Q021shJh0
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BluOceanGlobalWealth retweeted
CFP Board
@CFPBoard21 Aug 2023
ICYMI: To expand access to #financialplanning advice for consumers, CFP Board passed a resolution encouraging CFP® professionals to engage in more #ProBono work. Read more in this @usnews article ft. CFP Board Chair Dan Moisand: bit.ly/3Ow2Hrz @PowerProBono

Where to Find Free Professional Financial Advice

Getting help is easier with an ever-expanding range of resources.

money.usnews.com
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BluOceanGlobalWealth retweeted
CFP Board
@CFPBoard21 Aug 2023
CFP Board Center for Financial Planning is committed to strengthening the financial planning workforce and has awarded over $1.3 million in scholarship funds to individuals seeking CFP® certification. Read more: bit.ly/3KIfGFe #CFPproDiversity #CFPpro
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BluOceanGlobalWealth retweeted
YCharts
@ycharts17 Aug 2023
Elevate your #WealthManagement game on 8/24 at 9:30AM ET/8:30AM CT with experts @Stephanie_Link, @LizYoungStrat & @BlairHduQuesnay. Comment questions you’d like for them to answer during the live Q&A💡📈 Register for the chance to win #YCharts Swag! ➡️ hubs.la/Q01_jkFC0
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BluOceanGlobalWealth retweeted
Altruist
@altruist10 Aug 2023
Navigating custodian transitions can be a critical aspect of your firm's operations. Join us for a webinar on 8/16 at 10am PT with Synergy and @OnyxAdvisors to help you navigate this process smoothly and with confidence. Register here: events.altruist.com/navigati…
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BluOceanGlobalWealth retweeted
Hope Katz Gibbs@beinkandescent11 Aug 2023
Episode 105: Margaritas with Marguerita Cheng — Meet Corey Beal, CEO and Director of Joy, at Empowering Finance and learn about financial planning for the bold, the ambitious, and the badass: MargueritaCheng.com
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