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Cross Financial Management Employee Directory

Financial ServicesOregon, United States11-50 Employees

Cross Financial Management is a financial services firm offering comprehensive consulting focused on growing wealth and protecting assets. As an independent practice, its loyalties belong to clients rather than a parent company. Its independence enables collaboration with leading brokerage firms and insurance providers to assemble customized portfolios tailored to each client's needs.

Securities are offered through LPL Financial, a member of SIPC, while investment advice is provided by Cross Financial Advisors, a registered investment advisor. Cross Financial Advisors and Cross Financial Management operate as separate entities from LPL Financial. Based in Beaverton, Oregon, the organization maintains a small to mid-sized team.

Find Cross Financial Management employees' phone numbers or email addresses

Cross Financial Management Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Asia
1

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  • India
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Cross Financial Management's Leadership

  • Stylized image of a person
    T. V.
    Director Of Operations
    Mobile Phone
  • Stylized image of a person
    T. C.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    C. G.
    Tax Senior
    Mobile Phone

Cross Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Cross Financial Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. V.
    Director Of Operations
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    T. C.
    Managing Director
    Mobile Phone
    Apr 13, 2026
  • Stylized image of a person
    C. G.
    Tax Senior
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Cross Financial Management known for?

Minus sign iconPlus sign iconCross Financial Management was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-503-430-****
. Explore Cross Financial Management's company overview page for more information.

What is Cross Financial Management's most common email format?

Minus sign iconPlus sign iconCross Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cross Financial Management email formats with LeadIQ.

How many employees does Cross Financial Management have currently?

Minus sign iconPlus sign iconCross Financial Management has approximately 12 employees as of August 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Cross Financial Management's key employees and leadership?

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As of August 2026, Cross Financial Management's key employees include:

  • Director Of Operations: T. V.
  • Managing Director: T. C.
  • Tax Senior: C. G.

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