Brandon Zahal

Wealth Advisor at Crossgate Wealth Advisors

Role: Wealth Advisor at Crossgate Wealth Advisors, Llc
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Advisor
Crossgate Wealth Advisors, Llc
Nov 2024 — Present · Newtown, PA, US

Education

Council Rock High School South
High School Diploma
Fox School of Business at Temple University
Bachelor of Business Administration - BBA, Finance, Financial Planning
2020 — 2023

Contact information

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Work email
•••••@crossadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Crossgate Wealth Advisors, Llc

Investment Management · 5 employees · Founded 2001 · Yardley, Pennsylvania, United States

Crossgate Wealth Advisors, LLC is a registered investment advisor regulated by the SEC. We provide investment advisory and comprehensive financial planning advice on a fee-only basis. Current assets under management is approximately $235 million for 185 clients. Our philosophy is to approach financial planning holistically, helping our clients make better decisions, reduce stress and ultimately meet their goals.

crossadvisors.com

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Experience

Wealth Advisor

Education

Council Rock High School South

Fox School of Business at Temple University

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