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...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
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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
Cross Border Wealth Advisors's Social MediaPopular SearchesCross Border Wealth AdvisorsGerstenSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cross Border Wealth Advis...

<$5M
1-10
Private
-
2020
N/A
$9.1M
11-50
Private
-
2013
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2015
EL
Evin LantzFinancial Planner
<$5M
1-10
Private
-
2008
SE
Stephen EvansSenior Wealth Advisor & Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cross Border Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

A closer look at the technologies used by Cross Border Wealth Advisors

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Frequently Asked Questions Regarding Cross Border Wealth Advisors

What is Cross Border Wealth Advisors's official website?
Cross Border Wealth Advisors's official website is www.cbwealthadvisors.com
What is Cross Border Wealth Advisors's Revenue?
Cross Border Wealth Advisors's revenue is <$5 Million
What is Cross Border Wealth Advisors's SIC code?
Cross Border Wealth Advisors's SIC: 62,628
What is Cross Border Wealth Advisors's NAICS code?
Cross Border Wealth Advisors's NAICS: 52,523
How many employees does Cross Border Wealth Advisors have?
Cross Border Wealth Advisors has 1-10 employees
What industry does Cross Border Wealth Advisors belong to?
Cross Border Wealth Advisors is in the industry of: Finance, Securities Trading
What is Cross Border Wealth Advisors competition?
Cross Border Wealth Advisors top competitors include: Evans Wealth Planning, KMR Wealth Advisory, Prosperity Wealth Management, Fee-Only Financial Advisors
What technology does Cross Border Wealth Advisors use?
Some of the popular technologies that Cross Border Wealth Advisors uses are: WordPress.org, MailChimp, Google Tag Manager, jsDelivr
What does Cross Border Wealth Advisors do?

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... nd 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.Read More

What are Cross Border Wealth Advisors social media links?
Cross Border Wealth Advisors Linkedin page Cross Border Wealth Advisors Facebook page
Is Cross Border Wealth Advisors a public company?
Cross Border Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Cross Border Wealth Advisors

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