Mr Xavier Maldonado

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

2240 Encinitas BLVD Suite D #412
United States of America

Telephone: +1 619-892-8882
Practice Areas: Cross-border estates, Insurance, Investment
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Financial Planner / Wealth Management
Global Vantage Wealth Management
STEP San Diego
San Diego Chapter Committee
Special Interest Groups:
Business Families | Cross-Border Estates | International Client

As a dual citizen that was born and raised in San Diego, CA & Mexico I became fascinated by cross border financial planning. I got to experience the cross-border lifestyle and the opportunities first hand. There is also a unique layer of complexities involved with having financial interest in more than one country. Decisions taken in one country can have unexpected consequences in the other. It was apparent that coordinating cash management, estate planning, risk management, investments & immigration planning was important in order to take advantage of the opportunities and avoid the pitfalls.

As a bi-lingual CERTIFIED FINANCIAL PLANNER™ I work with clients/families to help them navigate through the complexities of having financial interest in more than one country. Our unique process integrates clients’ worldwide interests with their goals. We also coordinate with all existing advisors in order to develop an all-encompassing strategy.

When not working I also enjoy traveling, playing soccer, golf and spending quality time with family & friends.

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