Victor Gersten, Our Founder
Our Strategic Partners Helping to Serve You
Cross Border Wealth Advisors is an independent, fee-only, fiduciary firm. We have several affiliations that help us help you. The following associations illustrate the rigid training that our founder must have and sustain in order to be a Certified Financial Planner™ and an Enrolled Agent with the IRS.
You will see that they reflect how we are an independent financial advisory company, that we work as a fiduciary only for our clients and not for other companies, and that we are committed to the values of equity and equality.
Certified Financial Planner™ professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.