Americans in Spain and Mexico have special financial needs.
The rewards of working with a Certified Financial Planner® add up! Your financial advisor can help you!
Have greater confidence and assurance that your financial advisor is knowledgeable and capable of providing you with sound financial advice that’s in your best interest.
"CFP Certification," Certified Financial Planner Board of Standards, accessed April 17, 2023.
Increase your investment returns through:
- Fee savings
- Tax efficient investing
- Improved risk management
Cross-border experts make the difference.
Working with us gives you access to:
- Referrals to qualified professionals in specialty areas who understand your needs
- Help managing your investments from abroad
- Customized tax planning, recommendations, and resources
We take an educational approach that supports your making the behavioral changes you need to meet your goals. We provide personalized attention to your unique situation through frequent meetings and timely responsiveness.
While you work with us, everything will be organized comprehensively through proprietary software, which makes the process easy and transparent.
If you’d like to know more, schedule a free consultation with us.
Stay up to date with the latest in taxes and wealth management for Americans in Spain and Mexico!
Hello! We are Cross Border Wealth Advisors and are determined to help people simplify their financial lives when retiring abroad...
Hello! We are Cross Border Wealth Advisors, and we are determined to help people simplify their financial lives when retiring...
Hello! I’m Victor Gersten, CEO of Cross Border Wealth Advisors, and I’m an expat myself living in Barcelona, Spain. I’m...