Interview with AdviceTech.LIVE Speaker Marguerita Cheng of Blue Ocean Global Wealth

Marguerita Cheng
CEO of Blue Ocean Global Wealth
AdvisorTech.LIVE Moderator: Practice Multipliers

How did you get your start in financial services?

I was always destined to be a planner. My Dad taught me about cash flow management, insurance, and investing. He wasn’t a planner, but he wanted to be prepared. I studied Finance, East Asian Language, and Literature. 

My first job was working at Towa Securities in Tokyo, Japan. I worked as an editor of a newsletter for English speaker investors.

What’s something that you know now that you wish you’d known when you started your career?

Not to let someone else define success for me. 

I didn’t see anyone who looked like me or anyone who had two small children. When I joined the profession, my son wasn’t even one year old and my daughter was not quite three. 

I studied for life & health, Series 7, Series 63 & Series 65 and passed all four tests in six weeks. I am dedicated and determined.

What excites you most about the financial advice profession right now?

The focus on financial planning. The growth of financial planning. The emergence of so many amazing communities. The ability to transform so many lives.

Any words of advice for advisors looking to update their tech stack?

Reach out to all of your fintech partners. They are exactly that—partners.

What are you looking forward to the most about attending AdviceTech.LIVE?

To see so many amazing leaders and collaborators come together to support diversity and inclusion in our profession.

Be in the room where it happens. 
Sign up now to attend AdviceTech.LIVE on August 27, 2020.