Cross Financial Management Management Team
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Cross Financial Management
Summary
Cross Financial Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our lo...Show more
Organization Website | crossfinancialmgmt.com |
Social Links |   |
Phone Number | 503-430-0563 |
Industries | |
Headquarters Location | 16100 NW Cornell Rd, Beaverton, Oregon, 97006 US |
Employees Size | 10-50 employees |
Specialties | Retirement Plan Consulting, Wealth Management Services, Executive Benefits |
Founded | 2003 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Cross Financial Management shows a diverse range of experience levels:
20% for 3–4 years10% for 5–7 years10% for 8–10 years60% have over 11 years of service at Cross Financial ManagementDiscover More
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Cross Financial Management
Jay Torgerson
Owner
Mathew Whiteaker
Owner
Tom Ouimette
Wealth Advisor
Ankit Palan
Certified Financial Planner CFP®
Matthew Conti
Wealth Manager
Corey Levine
Wealth Advisor, CRPC
Divya Shetty
Tax Senior
Wanessa Marie
Chief Executive Officer
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FAQ
Cross Financial Management operates in the Finance industries. More details can be found on the official website: crossfinancialmgmt.com.
The headquarters of Cross Financial Management are located in Beaverton, United States.
You can contact Cross Financial Management by phone at 503-430-0563.
Cross Financial Management currently employs 10-50 people.
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