Behind The Advisor
Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado
11 Apr 2018
Today I'm excited to have XYPN member Xavier Maldonado on the show. The founder of Global Vantage Wealth Management in San Diego, Xavier specializes in working with dual-citizen clients with assets in multiple countries, with his primary focus on clients that are citizens of the United States and Mexico. At one point, he came to the surprising realization that he was the only Spanish-speaking CFP in San Diego, as well as the only advisor that truly understood cultural norms for his target clients. This allowed him to establish trust with his clients, and bring them along with him as he moved among several different RIAs before ultimately starting his own firm. Listen in to hear how Xavier has managed to build a successful firm, his plans for growing it in the future, and more. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/147
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
01 Jan 1970
El Partidazo de COPE
Buchladen: Tipps für Weihnachten
20 Dec 2025
eat.READ.sleep. Bücher für dich
BOJ alza 25pb decennale sopra 2%, Oracle vola con accordo Tik Tok, 90 mld eurobond per Ucraina | Morning Finance
19 Dec 2025
Black Box - La scatola nera della finanza
365. The BEST advice for managing ADHD in your 20s ft. Chris Wang
19 Dec 2025
The Psychology of your 20s
LVST 19 de diciembre de 2025
19 Dec 2025
La Venganza Será Terrible (oficial)
Cuando la Ciencia Ficción Explicó el Mundo que Hoy Vivimos
19 Dec 2025
El Podcast de Marc Vidal