Educational & Training Services

At Blue Ocean Wealth Strategists Inc. we are dedicated to successful  financial planning experiences.

This commitment drives our tri-focused approach of providing support, strategy and solutions for the advisory planning community.

Innovation should drive the process as clients seek to manage their wealth planning affairs in a flexible, dynamic and tax efficient manner. We provide innovative consulting, technical, business development, professional education and training programs for the ever-changing environment advisors and business families work in.

Blue Ocean Wealth Strategists Inc. corporate services are provided by our founder, a long time industry experienced CPA, CA, CFP®, TEP designate. We have strategic alliance capability in the fields of financial planning, estate and trust law, life advisor/insurance/lifestyle financial planning training and in the development of unique wealth planning platforms.

Contact us for Founder and contact information and to request further information.