We’re looking for great people.

Our Approach

Balance

We believe we do our best work when our lives are balanced. This is why we make it a priority to spend quality time with our families and friends doing the activities we enjoy.

Growth

We are always open to learning, growing and reaching for our goals. We're not afraid to ask questions or to try a new way of doing things. Every day we strive to be better.

 

Passion

We are not mediocre, but passionate people with strong values. We work hard and give it our all, because we are driven by purpose. 

Do you want to make a positive impact and improve lives? Do you like to solve problems? Do you work well in a collaborative environment? If so, we want to hear from you. 

We’re always looking for smart, caring and forward-thinking people to join our team. We are a passionate group with a strong vision: To advise and mange complicated financial matters, so our clients get to focus on what truly matters to them. 

Available Positions

For our latest job openings, please visit our LinkedIn page.

 

We are always looking for great people to join our team. Please send your resume to: 

Careers@crossfinancialmgmt.com

Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

East Side: 

1500 NE Irving Street, Suite 440 Portland, OR  97232

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

 © 2020, Cross Financial Management. All rights reserved.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Professionals associated with Cross Financial Management, LLC. doing business as Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors, a registered investment advisor; or (2) solely tax professionals of BGO CPAs and not affiliated with LPL Financial. CPA related services offered through BGO CPAs, DBA Cross Financial Accounting or DBA Cross Financial. BGO CPAs, Cross Financial Advisors, Cross Financial Accounting and Cross Financial Management are separate entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.