Navigating an Atlantic Crossing: Financial Planning for Americans in Portugal

Host: Ashley S. Murphy, CFP® GFP Fellow

Ashley Murphy, CFP® GFP Fellow is a tri-citizen of the USA, Australia, and the UK. He is the Founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia. More Info

Upon settling upon his target market of Australian-American-British expatriates, Ashley grew his firm’s revenue almost 300% in 18 months. In pre-Covid times, Ashley would travel around the U.S. regularly to visit clients and would spend a month in Australia each year with his family to keep current on their financial planning issues, visit clients and attend conferences.​

From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He was formerly a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (2017 - 2019) and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the only financial advisors educated in both advice markets. Ashley has been quoted in the Wall Street Journal, profiled in Financial Advisor Magazine, and has written several guest-blogs for Michael Kitces’s Nerd’s Eye View.Ashley presently lives with his wife Eliza, and daughters Elise & Jasmine in Brisbane, Australia. He enjoys cycling, reading, and world travel. He is a futurist with interests in architecture, renewable energy, and demographics.

Guest: John McNertney, CFP® GFP Fellow

John is the CEO of Green Ocean Global Advisors, LLC, a comprehensive wealth management firm that provides investment management, financial planning, and cross-border advisory services. More Info

John has over 18 years of experience in the wealth management industry, and holds the Certified Financial Planner and Global Financial Planner credentials. His mission is to simplify the complexities created by wealth and help his clients achieve their personal and financial goals. Whether they live in the US or Europe, or plan to relocate, John offers them guidance, clarity, and success. He maintains offices in both San Francisco and Lisbon, and has expertise in both US and European markets, regulations, and opportunities. John works with a team of professionals who share his values of integrity, transparency, and excellence.