Income Planning

Sameer S. Somal, CFA, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

Marguerita M. Cheng, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

Brett Danko

Brett Danko has a proven track record of providing high impact, interactive presentations and keynote speeches for a wide variety of audiences, covering a broad range of current financial planning topics.

Jamie Hopkins, ESQ., MBA, LLM, CLU®, RICP®

Jamie Patrick Hopkins is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and is Co-director of the New York Life Center for Retirement Income

Curtis Cloke, CLTC, LUTCF, RICP

Curtis Cloke is an award-winning financial professional and retirement income expert, trainer, and speaker with over 29 years of experience in income distribution planning

Faisal Habib, PE, MBA, FRM

Faisal is a retirement income and investments analysis expert, who has worked closely with Moshe Milevsky and played an influential role in the development of PrARI™ which is an analytical approach to product allocation for retirement income

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