📍 Based in: Sintra, Portugal
🌍 Serving: USA & Portugal
Cross-Border Financial Planner for Americans Moving to Portugal
I am a fiduciary financial planner with the CFP® designation and twenty-five years of experience. I work in the space between the life you have built and the one you are trying to start.
That means tax sequencing, retirement account optimization, estate planning across two legal systems, and the financial architecture underneath a major international relocation. I have practiced from Portugal for the last four years after relocating here with my own family. I work exclusively with Americans who are planning a move to Portugal or have already made the move.
About Green Ocean Global Advisors, LLC
The firm is a Portugal-specific advisory practice working with Americans who are planning or have moved to Portugal.
Outside the Office
I teach financial literacy at TASIS International School. I also enjoy photography. I published a book titled The Life Arbitrage, available at thelifearbitrage.com. My next book publishes June 15, 2026.
Book a call with Mark here.
Languages Spoken
- English
Client Focus
- US Expat Moving Abroad
- US Expat Living Abroad
- Non US Persons Leaving the US with US Based Assets
- FIRE
- Retirees
- LGBTQIA
- Divorced/Widowed
- Women
- International Couples
- Senior Executives
Expert Services Offered
- Cross Border Financial Planner
- Investment Management
Compensation Model
- AUM (Assets Under Management)
- Flat Fee
- Hourly Rate