Cross Border Wealth Advisors
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
302 Washington St PMB 150, San Diego, Ca...Website
www.cbwealthadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1
About Cross Border Wealth Advisors
Cross Border Wealth Advisors specializes in providing financial planning services for American expats living in Spain. They offer a range of services including portfolio management, tax preparation, and comprehensive financial planning tailored to the unique needs of their clients. The firm is led by Victor Gersten, a Certified Financial Planner, and emphasizes a fiduciary responsibility to act in the best interest of their clients. Their multilingual team aims to simplify the financial complexities faced by Americans abroad, ensuring a secure financial future.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Cross Border Wealth Advis...
<$5M
1-10
Private
-
2020
N/A
Company Profile Activity
Activity Insights
Cross Border Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Cross Border Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cross Border Wealth Advisors.
Cross Border Wealth Advisors Tech Stack
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Frequently Asked Questions Regarding Cross Border Wealth Advisors
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Cross Border Wealth Advisors specializes in providing financial planning services for American expats living in Spain. They offer a range of services including portfolio management, tax preparation, and comprehensive financial planning tailored to the unique needs of their clients. The firm is led by Victor Gersten, a Certified Financial Planner, a... Read More
