Victor Gersten, EA, M.S., CFP®, is an accomplished professional with extensive experience in financial planning, wealth management, and academia. Currently serving as a University Adjunct Professor at the IAU Institute for American Universities since September 2022, Victor leverages 15 years of business experience to educate future leaders in business and ethics. As the Owner and COO of Cross Border Wealth Advisors since May 2020, Victor specializes in multilingual financial services, including investment and estate planning. Previous roles include Vice President at Bank of America Merrill Lynch, Financial Advisor at CUSO Financial Services, and Licensed Senior Relationship Banker at MUFG, showcasing expertise in serving high-net-worth clients and providing financial solutions. Victor holds multiple degrees, including an MS in Personal Financial Planning and a Master of Science in Global Business Leadership, further solidifying qualifications in the field.
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