Wealth Planning
Wherever You Go

Green Ocean Global empowers you with innovative financial solutions that help you supercharge your future.

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We Take A Tailored
Approach To Learn About
You And Your Goals.

Discovery Meeting

We identify your goals, priorities, preferences, and any obstacles you may have. We also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

Fit Meeting

We then take a deeper dive into your situation, with more detailed conversations about your personal and financial goals, to develop a preliminary plan.

Detailed Planning

After building a solid foundation, we deliver a fully realized investment and retirement plan. Our plans address the areas that are most important to you and outline the steps needed to address obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient investments.

Ongoing Support

Life is constantly changing, and your goals will too. When priorities change, or circumstances bring new obstacles into your life, we'll be here to discuss these changes, evaluate options, and adjust your plan so you can be deliberate about being successful.

Meet Your Financial Team

Our team has over 3 decades of combined experience and a drive for exceeding expectations. Domestic or abroad, we're ready to work closely with you to create a secure financial future.

John McNertney, CFP® GFP (USA)

CEO & Financial Planner
16 years of experience

Ryan Ahrens

Financial Advisor
10 years of experience


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.

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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.

Frequently asked questions


Have a question you couldn’t find the answer to? Reach out to us and we'll be happy to discuss any questions you may have.

How do you work with clients?

We primarily meet with clients remotely but can meet with you in person in the San Francisco bay area or Lisbon, Portugal.

We provide ongoing financial planning and wealth management to the majority of our clients. We also offer financial planning only for a reasonable flat fee.

What is your fee structure?

Transparent and straightforward pricing is core to our beliefs. We either charge a single flat fee for creating a financial plan and delivering recommendations, or offer ongoing support via a reasonable asset management fee.

Do I need to live in multiple countries to work with Green Ocean?

You do not have to be a global citizen to work with us! We have a significant US presence and one of our founders focuses is working with our US only clients.

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The best wave of your life is still out there.

- Steve Hawk