Direct Indexing as a Viable Investment Planning Tool for Americans Abroad

Presenter: John McNertney CFP® GFP (USA)

Chief Executive Officer at Green Ocean Global Advisors. Read More

John is an intensely creative professional who is passionate about helping others lead rewarding lives off the beaten track. He is both highly experienced, but also energetic in the application of modern financial planning principles in the service of his clientele.

John started Green Ocean Global in 2022. Previously, John worked for Merrill Lynch, TD Ameritrade, and at a few independent planning firms in the bay area. He has over 16 years of experience, as of 2023 and as of this moment, feels he "is just getting started."

Although a California native, John earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French. He also holds a CFP (Certified Financial Planner®) and GFP (Global Financial Planner) designations.

Currently, John is co-located in Lisbon, Portugal, and San Francisco CA. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.

Presenter: Ryan Ahrens

Financial Advisor at Green Ocean Global Advisors

Johnathan Rankin founded Theorem Wealth Management, a retirement focused wealth management firm, after a 12-year tenure at Merrill Lynch, where he was a First Vice President. He also held numerous leadership roles, including Resident Director, where he oversaw an office managing $9 billion in client assets. He found that he was able to deliver the most value to clients by systematically managing not only their plans and investments, but also their stress and anxiety around goals like retirement. For the past 15 years he has help clients manage every step of the retirement process.

Johnathan is a Chartered Retirement Planning Counselor℠ and a graduate of California State University, Sacramento, where he earned a degree in Economics with a focus on business management. In 2019 he was named a Forbes Best-in-State Next Generation Wealth Advisor*, an accolade that represents both quantitative and qualitative achievements in his work within the wealth services field.