Episode 190

Balancing Wealth and Wellness: Marguerita Cheng’s Financial Philosophy

This week on The Exit:

Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth, a financial planning and wealth management company, discusses the importance of not going on the financial journey alone.

She’s worked with individuals of various backgrounds including business owners of recently exited businesses who are trying to understand the best way to manage newly acquired wealth.

As a mother and a business owner, she is particularly motivated to help other women entrepreneurs, especially when it comes to gaining access to capital for business building and growth.

Perhaps most importantly, she emphasizes that financial success does not need to come at the expense of self-care and that you can (and should) have both. Sometimes it just takes a little bit of guidance to get there.

For more details and insights from her entrepreneurial journey, listen to the latest episode of The Exit.

Personal Bio: 

Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to founding Blue Ocean Global Wealth, Marguerita was a financial advisor at Ameriprise Financial and an analyst/editor at Towa Securities in Tokyo, Japan. She is a Certified Financial Planner® (CFP), a Chartered Retirement Planning Counselor® (CRPC), a Retirement Income Certified Professional® (RICP) and a Chartered SRI Counselor (CSRIC®). As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Marguerita’s mantra is “So many people spend their health to gain wealth, and then have to spend their wealth to regain their health” (A.J. Reb Materi).”

LinkedIn: https://www.linkedin.com/in/margueritacheng/

Website: https://margueritacheng.com/

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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/


Steve McGarry

An entrepreneur, content creator, and investor based in sunny Tampa, Florida. In 2015, while living in San Francisco, Steve sold his first fintech startup LendLayer to Max Levchin’s (founder of PayPal) consumer finance company Affirm.

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