Washington, D.C., September 25, 2014 — Blue Ocean Global Wealth, a financial planning and wealth management firm, announced on Thursday the formation of a strategic partnership with Elite Advisor Consulting. The partnership supports Blue Ocean Global Wealth’s focus on education and commitment to helping financial advisor’s address succession, transition, and contingency planning challenges.
Elite Advisor Consulting and Blue Ocean Global Wealth will collaborate to offer The Case for Succession Planning CFP Board CE program. Elite founder and Chief Executive Officer, Chris Orlando, will work with the Blue Ocean Global Wealth executive team to share resources and intellectual capital for the benefit of the financial planning community.
“Our maturing advisory community deserves guidance, resources, and options,” said Marguerita Cheng, Chief Executive Officer of Blue Ocean Global Wealth. “We have a responsibility to help our mentors, who built the financial planning profession, realize their life retirement dreams and celebrate their legacies. By facilitating opportunities to lead, inspire, and empower financial advisors in transition, together, we will drive progress and positively impact the future of all Americans.”
Sameer Somal, Chief Financial Officer, adds, “Partnering with Elite is a logical extension of our focus on succession planning education. We feel fortunate to be in a position to leverage Elite’s experience, network, and passion for education.”
To review our education programs and/or request a Blue Ocean Global Wealth Partnership speaker, please visit:
Blue Ocean Global Wealth is an investment advisory firm that strives to be a trusted partner and educational resource. We provide corporations and institutions with portfolio construction, investment due diligence, and risk management consulting. We deliver comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. We embrace global diversity and steward the protection, growth, and distribution of our clients’ wealth.
Elite Advisory Consulting, LLC provides retail and institutional transition, valuation, succession planning, and practice advisory services for financial advisors, registered investment advisors (RIAs), and broker dealers. Contingency and succession planning are predicated on a series of proactive decisions. A comprehensive transition plan encompasses issues beyond the obvious financial ones, including ongoing control, ensuring that an entity or financial asset remains with a family, providing care for valued employees, and establishing a legacy. Elite develops and implements financial advisory succession and transition plans. Elite is a trusted partner. We evaluate options and ensure that our clients make the most informed decisions.
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