Victor Gersten, Our Founder
Victor founded Cross Border Wealth Advisors in 2020. With 16 years of experience and two master’s degrees in business and finance from San Diego State University and College for Financial Planning, he is an Enrolled Agent with the IRS and a Certified Financial Planner®. Along with running CBWA, Victor teaches finance on the university level.
Raised in Mexico City by a single mother, he is dedicated to making trustworthy financial planning accessible. Having lived in Italy, Spain, Mexico, and the United States, Victor understands what it’s like to live an international lifestyle and is dedicated to helping clients make it work for them.
You can read more about Victor’s background on his LinkedIn profile.

Partners
Our Strategic Partners Helping to Serve You
In order to bring you cutting-edge investment research, we partner with First Ascent, an SEC-registered investment advisor. They strategically manage your portfolio through trading and rebalancing, account administration, and performance reporting. First, Ascent helps us invest according to your needs and values while maximizing the return on your investments.
When it comes to planning and preparing your taxes as efficiently as possible, we work with XY Tax Solutions. This network of CPAs, Enrolled Agents (EAs), and other tax professionals gives me access to specialized expertise that helps me to help you. You can work directly with them for tax services as well.
Affiliations
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.