Navigating the Atlantic Crossing: Part 1 of Our U.S.-Portugal Journey!
In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® and his wife Abby will be taking you on a personal journey into how their family planned the transition to living a truly cross-border life between the United States and Portugal.
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.
Abby is an accomplished Security Advisor with a proven track record of outstanding leadership demanding start-up, academic, pharma, medical, hospital and data center environments. She is a security evangelist, policy & framework author, strategist, and expert communicator. Abby specializes in direction of Security programs.
Related frameworks: EU AI Act, NIST AI RMF, PCI, SOC2, ISO, HIPAA, NIST, German BSI, CIS benchmark.
In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® and his wife Abby will be taking you on a personal journey into how their family planned the transition to living a truly cross-border life between the United States and Portugal.
Some of the topics that will be addressed include:
- Our current situation and annual trips to San Francisco
- Challenges in making the move
- Division of responsibilities
- Working through challenges such as immigration, flights, and housing
We hope you can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.