Network·Family Office
📍 PHILADELPHIA, PA
SEC CRD #801-132483
Cross Border Financial Planning USA LLC Supporting globally mobile clients towards financial success Skip to content CLIENT LOGIN | CBFP UK CLIENT LOGIN | CBFP UK Cross Border Financial Planning USA LLC cbfpusa_ 2026-01-05T16:39:49+00:00 SUPPORTING GLOBALLY MOBILE CLIENTS TOWARDS FINANCIAL SUCCESS SUPPORTING GLOBALLY MOBILE CLIENTS TOWARDS FINANCIAL SUCCESS Cross Border Financial Planning USA LLC Cross Border Financial Planning USA LLC Cross Border Financial Planning USA specializes in providing wealth management and financial planning to globally mobile individuals with US assets, including overseas Americans and foreign nationals in the United States. Cross border planning is not simply about investing, it is about creating a flexible plan that can be adapted to your multi-jurisdictional life. We invest time with our clients to ensure we understand your entire life plan and possible futures. The advice we provide considers the tax, currency, and legal implications for our globally mobile clients and their families. Cross Border Financial Planning USA specializes in providing wealth management and financial planning to globally mobile individuals with US assets, including overseas Americans and foreign nationals in the United States. Cross border planning is not simply about investing, it is about creating a flexible plan that can be adapted to your multi-jurisdictional life. We invest time with our clients to ensure we understand your entire life plan and possible futures.
JASON WALKER
CHIEF COMPLIANCE OFFICER/MANAGING PARTNER
📞 (267) 946-1099
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AUM
$147M
Check Size
$2.0B–$2.0B
Location
PHILADELPHIA, PA
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