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VerifiedFinancial Services· Founded 2020

Cross Border Wealth Advisors

I enjoy doing financial and strategic planning for those Americans who wish to move and need some extra help. I’m particularly well-prepared for working with expats as I am a virtual financial advisor with a deep understanding of the financial needs of those who have a home away from home. Early retirement is more than just not working; it signifies attaining financial independence, i.e, the freedom to work on your terms. My passion is helping you achieve your personal definition of financial success, whether that early financial independence, retirement abroad, or other. Let’s make a plan together!

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HeadquartersSan Diego, United StatesEmployees2(1 to 10)Founded year2020Websitecbwealthadvisors.comLinkedIn profileLinkedIn

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Top roles at Cross Border Wealth Advisors

2 distinct titles indexed · top 2 shown.

  • 1financial planning analyst
  • 1intern

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