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For Professionals: Login | Become Purse Strings Approved | Reach, Engage and Earn the Female Dollar Course

Maryland

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Financial Advisor 1
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Financial Planner 1
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Money / Financial Coach 1
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Marguerita Chang
Financial Advisor and Financial Planner
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Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
  • Business Succession Planning
  • Charitable Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Small Business Tax
  • Social Security Specialist
  • Wealth Protection
LOCATION
9841 Washingtonian Blvd
Gaithersburg
Maryland
20878
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
IMG 5178
Money / Financial Coach
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Jeannie Dougherty, MAPC, LCPC, CMC
Certified Money Coach, Jeannie Dougherty Consulting
OVERVIEW OF SERVICES
Asset Management, Budgeting, Downsizing and Relocating, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women are 5 times more likely to live paycheck to paycheck than men. 70% of millennial women don’t save money only earning enough to get Read more...
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Financials
  • Money Mindsets
LOCATION
8120 Woodmont Ave
Bethesda
Maryland
20814
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
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