GREEN OCEAN GLOBAL ADVISORS

We use a dynamic approach to measure risk, identify strengths and weaknesses, and leverage appropriate investment resources to provide you with a clear financial strategy that's customized for you. We understand that not every client that walks through our door is the same, which is why we hold detailed and rigorous discussions with the guidance of a seasoned CFP professional... At Green Ocean, we're optimists, and we fully believe that where there is a will, there is a way. We also believe that whatever your version of freedom, it IS attainable, and that every one of us has the ability to thrive... Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Also known as: Green Ocean, Green Ocean Global, Green Ocean Global Advisors, LLC

Primary location: San Francisco United States