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Nicholas Netzer

Nicholas Netzer

International Investment Advisor

Biography

Nick Netzer is an International Investment Advisor at Cross Border Wealth. Based in the firm’s Bangkok, Thailand office, he specializes in addressing the challenges faced by U.S.-connected individuals face when managing their retirement assets from abroad.

A Financial Services Certified Professional® (FSCP®), Nick has acquired the Series 7 and 65 licenses from the Financial Industry Regulatory Authority (FINRA). His journey to financial planning began with an extensive career as a sales and export manager in international business. He then transitioned to the financial services industry, where he became a Financial Advisor specializing in life insurance & retirement planning. 

At Cross Border Wealth, he helps U.S.-connected global individuals with:

  • Managing and optimizing U.S. retirement assets 
  • Navigating compliance and reporting regulations 
  • Crafting tailored investment strategies 
  • Navigating multi-jurisdiction complexities

Outside of work, you’ll find him spending time with his wife and daughter, hitting the gym, or working on his Mandarin.

 

 

Biography

Nick Netzer is an International Investment Advisor at Cross Border Wealth. Based in the firm’s Bangkok, Thailand office, he specializes in addressing the challenges faced by U.S.-connected individuals face when managing their retirement assets from abroad.

A Financial Services Certified Professional® (FSCP®), Nick has acquired the Series 7 and 65 licenses from the Financial Industry Regulatory Authority (FINRA). His journey to financial planning began with an extensive career as a sales and export manager in international business. He then transitioned to the financial services industry, where he became a Financial Advisor specializing in life insurance & retirement planning. 

At Cross Border Wealth, he helps U.S.-connected global individuals with:

  • Managing and optimizing U.S. retirement assets 
  • Navigating compliance and reporting regulations 
  • Crafting tailored investment strategies 
  • Navigating multi-jurisdiction complexities

Outside of work, you’ll find him spending time with his wife and daughter, hitting the gym, or working on his Mandarin.

2025 - Present

International Investment Advisor,
Cross Border Wealth

2024 - 2025

Financial Advisor,
Eagle Strategies

2023 - 2025

Financial Advisor,
Modern Wealth Solutions

2022 - 2025

Financial Services Professional,
NYLIFE Securities LLC

2021 - 2025

Life Insurance Agent,
New York Life Insurance Company

2009 - 2021

Export and Sales Manager,
Mercator International Ltd

Highlights

Financial Services
Certified Professional®

Certified FINRA
Series 6, 7, 63, 65