Gersten Financial Planning Inc. d/b/a Cross Border Wealth Advisors (“CBWA”) is a Registered Investment Advisor in the State of California. Registration does not imply a certain level of skill or training. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Follow-up or individualized responses to consumers in a particular state by CBWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible, pursuant to applicable laws, CBWA disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. CBWA does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall CBWA be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials in this site, even if CBWA or a CBWA authorized representative has been advised of the possibility of such damages. In no event shall CBWA have any liability to you for damages, losses, and causes of action for accessing this site