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.
722 Union St
San Francisco CA 94133