Unleash Your
Financial Potential
Green Ocean Global empowers you with innovative financial solutions that help you supercharge your future.
TRUSTED BY CLIENTS WHO WORK AT
Services
We Help You Secure Your
Financial Future
Our team at Green Ocean Global is committed to building innovative, tech-forward investment solutions that adapt and scale with you, your finances, and your goals. Whether you're just starting your wealth journey, or decades into the process, we can help.
Comprehensive Wealth Management
Create a well-rounded plan to meet your short, intermediate, and long-term financial aspirations.
- Plan for homeownership, college, or retirement
- Optimize your saving and investment strategy
- Stay on track to reach financial objectives
Tailored Investment Strategies
Work to create, grow, and preserve your wealth with a personalized investment strategy.
- Evaluate your portfolio to discover opportunities
- Plan tax-efficient investment strategies
- Adapt your investment plan as you grow
Effectively Build Your Business
Identify goals and challenges, assess your strategies, and build the ultimate financial plan.
- Identify creative financing opportunities
- Ensure the ongoing viability of your business
- Leverage tax-friendly benefits
Expertise
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.
CEO & Financial Planner
16 years of experience
Financial Advisor
10 years of experience
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.
Frequently asked questions
FAQs
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.
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.
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.
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.
More important than how we achieve financial freedom is the why. Find your reasons why you want to be free and wealthy.
- Robert Kiyosaki
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