Biography
Nick Netzer is an International Investment Advisor at Cross Border Wealth, providing specialized overseas wealth management guidance for U.S.-connected global individuals.
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.
Based in the firm’s Bangkok, Thailand office, 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.
International Investment Advisor,
Cross Border Wealth
Financial Advisor,
Eagle Strategies
Financial Advisor,
Modern Wealth Solutions
Financial Services Professional,
NYLIFE Securities LLC
Life Insurance Agent,
New York Life Insurance Company
Export and Sales Manager,
Mercator International Ltd
Financial Services
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Certified FINRA
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