Cross Border Wealth Advisors
Financial Services
San Diego, Ca, United States
2 employees
- Employees
- 2
Cross Border Wealth Advisors Overview
- Headquarters
- San Diego, Ca, United States
- Website
- cbwealthadvisors.com
- Industry
- Financial Services
- Employees
- 2
- Founded
- 2020
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Cross Border Wealth Advisors
I enjoy doing financial and strategic planning for those Americans who wish to move and need some extra help. I’m particularly well-prepared for working with expats as I am a virtual financial advisor with a deep understanding of the financial needs of those who have a home away from home. Early retirement is more than just not working; it signifies attaining financial independence, i.e., the freedom to work on your terms. My passion is helping you achieve your personal definition of financial success, whether that early financial independence, retirement abroad, or other. Let’s make a plan together!
Cross Border Wealth Advisors Contact Details
- People in AeroLeads
- 1
Cross Border Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ian Kim | Bs Candidate in Finance - Concentration in Real Estate | Washington, District of Columbia, United States |
View
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