Mark Moberg
Green Ocean Global · San Francisco, California
Mark Moberg is a fee-only financial advisor at Green Ocean Global in San Francisco, California, who holds the CFP credential. Mark focuses on cross-border (US / Canada), retirement planning and estate & legacy planning. Green Ocean Global reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
Facts
| Firm | Green Ocean Global |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $114.8M across 147 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2247389 |
| Exams passed | Series 63 (1992) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | greenoceanglobal.net |
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Questions about Mark
Is Mark Moberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Green Ocean Global reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Green Ocean Global, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Moberg based?
Mark Moberg is based in San Francisco, California.
What does Mark specialize in?
Mark's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning and tax planning. Mark works with cross-border families.
What credentials does Mark Moberg hold?
Mark Moberg holds the CFP credential.
Is Mark Moberg registered with the SEC?
Yes. Mark Moberg is registered as an investment adviser representative in FL (CRD 2247389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Green Ocean Global manage?
Green Ocean Global reports $114.8M across 147 accounts in assets under management.
How do I contact Mark Moberg?
Through Mark's website, greenoceanglobal.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Green Ocean Global website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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