Stephen Cross is President of Cross Financial Strategies, LLC, a Registered Investment Advisory firm. He has 20+ years of experience in the financial services industry. Prior to starting Cross Financial Strategies, LLC, he was most recently affiliated with LPL Financial as an independent financial advisor and started his career in financial services in 2000 as a financial advisor with Merrill Lynch Global Wealth Management, in Dallas, TX.
This is a second career for Stephen. After college, he spent 10 years in the packaged food service industry in a variety of sales, marketing and management positions; including Nestle USA, Minute Maid Foods, a division of Coca-Cola, and Del Monte Foods. Stephen earned the Accredited Investment Fiduciary (AIF) designation offered through fi360.
This is a second career for Stephen. After college, he spent 10 years in the packaged food service industry in a variety of sales, marketing and management positions; including Nestle USA, Minute Maid Foods, a division of Coca-Cola, and Del Monte Foods. Stephen earned the Accredited Investment Fiduciary (AIF) designation offered through fi360.
Services
We believe that not all clients and investors need or want to purchase directly, or subsidize indirectly, the multitude of products and services that the super sized brokers are now providing. We will focus only on those services that add value. We believe that both the Client and Advisor must have a mutually agreed upon and beneficial economic interest in order for the Client-Advisor relationship to flourish.
Are you responsible for administering your company's 401(k) or Defined Contribution Plan? Are you a Plan Sponsor or Trustee with ultimate responsibility for the various plan functions and compliance issues? Administering a 401(k) plan has become increasingly complex, time consuming, and legally challenging.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cross Financial Strategies, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.
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