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Cardinal Point Wealth Management LLC

Cross-Border Financial Advisor in Irvine, California


Cardinal Point Wealth Management LLC


19200 Von Karman Ave
Irvine California 92612
United States


(949) 910-8354

Cardinal Point Wealth Management is a leader in cross-border financial planning and investment management. With offices in the United States and Canada, Cardinal Point offers cross-border wealth management solutions tailored to the unique needs of individuals and families living and working in the U.S. and Canada. The firm's team of experienced advisors provides personalized guidance, leveraging their ample experience in Canada-U.S. cross-border tax planning, and retirement planning.


About Irvine

Irvine () is the largest city and a master-planned city in central Orange County, California, United States, in the Los Angeles metropolitan area. The Irvine Company started developing the area in the 1960s and the city was formally incorporated on December 28, 1971. The 66-square-mile (170 km2) city had a population of 307,670 at the 2020 census; it is the 63rd most populous city in the United States. A number of corporations, particularly in the technology and semiconductor sectors, have their national or international headquarters in Irvine. Irvine is also home to several higher-education institutions including the University of California, Irvine (UCI), Concordia University, Irvine Valley College, the Orange County Center of the University of Southern California (USC), and campuses of California State University, Fullerton (CSUF), University of La Verne, and Pepperdine University.

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