Victor Gersten, CFP® 
Hello! We are Cross Border Wealth Advisors and are determined to help people simplify their financial lives when retiring abroad by offering financial solutions for wealth and portfolio management and tax preparation. I’m Victor Gersten, and I’m an expat myself. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in … Read more
Hello! We are Cross Border Wealth Advisors, and we are determined to help people simplify their financial lives when retiring abroad by offering financial solutions for wealth and portfolio management and tax preparation. I’m Victor Gersten, and I’m an expat myself. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in … Read more
Hello! I’m Victor Gersten, CEO of Cross Border Wealth Advisors, and I’m an expat myself living in Barcelona, Spain. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in San Diego, Ca. Furthermore, as an expat living in Spain, I have helped many expats to retire financially by sorting … Read more
Hello! I’m Victor Gersten from Cross Border Wealth Advisors, an expat living in Barcelona, Spain. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in San Diego, Ca. Furthermore, as an expat living in Spain, I have helped many expats to retire financially abroad by sorting out the complicated … Read more
Hello! This is Victor Gersten from Cross Border Wealth Advisors; I’m a US expat living in Barcelona, Spain and a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in San Diego, Ca. Furthermore, as an expat living in Spain, I have helped many expats to retire financially abroad by sorting … Read more
Hello! I’m Victor Gersten, an American expat living in Barcelona, Spain, and I’m a Certified Financial Planner with 14 years of experience in the financial services industry in San Diego, Ca. As an expat living in Spain, I have helped many expats to financially retire abroad by sorting out the complicated legal, tax, or investment questions that most expats … Read more
Hello! We are Cross Border Wealth Advisors and are determined to help people simplify their financial lives when retiring abroad by offering financial solutions for wealth and portfolio management and tax preparation. I’m Victor Gersten, and I’m an expat myself. I’m a Certified Financial Planner and an Enrolled Agent with 14 years of experience in the financial services industry in San … Read more
Bitcoin ETFs allow investors to gain exposure to the leading cryptocurrency without having to actually own it. By Ollie Leech A bitcoin exchange-traded fund (ETF) lets traders gain exposure to BTC via traditional stock markets, without needing to directly buy or sell the digital asset on a cryptocurrency exchange. A bitcoin ETF is an exchange-traded fund … Read more
Administrative Assistant
International financial lawyer
Bicultural attache
Senior Director
Lead Operations Specialist
TAX Specialist
Tax Manager
Tax Manager
Tax Manager
Senior Tax Manager
Senior Tax Manager
Head coach
Founder of Cross Border Wealth Advisors with experience in the financial services industry dating back to 2007. Victor brings vast experience in the U.S. banking and investment system. He has also lived in Italy, Spain, Mexico, and United States, adding as someone who understands what it’s like to live away from you were born.
Tax Manager