Noa Hoffman
Green Ocean Global · San Francisco, California
Noa Hoffman is a fee-only financial advisor at Green Ocean Global in San Francisco, California, who holds the CFP credential. Noa 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 CA, FL, WA · CRD 6004344 |
| Exams passed | Series 63 (2025) · Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | greenoceanglobal.net |
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Questions about Noa
Is Noa Hoffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Noa 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 Noa charge for financial advice?
Noa's firm, Green Ocean Global, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Noa Hoffman based?
Noa Hoffman is based in San Francisco, California.
What does Noa specialize in?
Noa's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning and tax planning. Noa works with cross-border families.
What credentials does Noa Hoffman hold?
Noa Hoffman holds the CFP credential.
Is Noa Hoffman registered with the SEC?
Yes. Noa Hoffman is registered as an investment adviser representative in CA, FL and WA (CRD 6004344), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Green Ocean Global manage?
Green Ocean Global reports $114.8M across 147 accounts in assets under management.
How do I contact Noa Hoffman?
Through Noa'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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