We Specialize In Freeing You From Limitations.
Our name was inspired by surfing, where decisive action and calm assessments are necessary to catch the perfect wave.
Dedicated to long-term partnership
Our team
John McNertney CFP® GFP Fellow
John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.
John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.
Ryan Ahrens
Ryan brings over a decade of industry experience with both the big Wall Street firms, as well as hedge funds and private equity where he played a leading role. He studied Economics at San Francisco State University and the University of Washington. He holds designations from the American College of Financial Services, as well as the Digital Asset Council of Financial Professionals.
Ryan's guiding principle is Clients First: He is passionate about serving as financial advocate for his clients in both in the creation and protection of wealth. He currently resides in the North Bay with his partner, Nicole. When he is not working with clients, he enjoys bicycling and rock climbing, amateur carpentry & farming, and serving as a youth mentor within local organizations.
Mark Moberg, CFP®
Mark Moberg, CFP® is a seasoned financial advisor with a career spanning over 25 years. Currently based in the vibrant city of Lisbon, Portugal, Mark has woven the rich tapestry of his personal and professional life together with his beloved wife and child, who stand as his greatest inspirations. A passionate photographer, Mark finds beauty in the details, a skill that translates seamlessly into his meticulous approach to financial planning.
Mark's philosophy centers on building long-term relationships with his clients, grounded in trust, integrity, and a deep understanding of their unique financial landscapes. Throughout his extensive career, he has dedicated himself to serving a diverse clientele, including individuals and businesses. His expertise covers a broad spectrum of financial services, from retirement investments and estate planning to corporate retirement plans and navigating the complexities of transitional planning following the loss of a spouse.
Lauren White
Lauren White is a dedicated client service associate with a passion for delivering exceptional support to clients. Originally from Baton Rouge, Louisiana, Lauren now calls Portugal home, where she lives with her husband and young daughter. With a background shaped by her time at Louisiana State University, she brings a strong work ethic and attention to detail to her role, ensuring clients receive the highest level of service and care. Beyond her professional life, she has a deep appreciation for food, wine, and fashion, finding joy in exploring the rich cultural landscape of her adopted home.
At Green Ocean Global Advisors, Lauren plays a crucial role in fostering strong client relationships and providing seamless administrative support. Her commitment to efficiency and personalized service helps clients navigate their financial journeys with confidence. Whether assisting with account management, coordinating client communications, or supporting the advisory team, Lauren’s warm approach and dedication make her an invaluable member of the firm.
OUR APPROACH
Innovative, Scalable, And
Always Adaptable
We pride ourselves on executing every aspect of your financial plan with care and precision. Whether you need a plan for yourself, your family, your retirement, or your business - we create a personalized, agile plan that's tailored to you.
Tech-Forward Solutions
Green Ocean Global believes in a modern approach to investing that leverages the latest financial, technological, and economic innovations to ensure a maximized return.
Nimble Portfolios
A good portfolio can hold strong when needed. But sometimes, changes in your wealth-building journey mean quick, effective changes must be made. We utilize scalable solutions that can change with you.
Ongoing Support
As your needs evolve and change, so does the advice and planning support we provide. From taking your first steps to build wealth to working to preserve it, we’re with you every step of the way.