Who We Are
Oleg Cross is the Managing Member of the Firm, which he founded in 2018. Mr. Cross is a practicing attorney, with an active trust & estate practice.
Mr. Cross holds a J.D. and L.L.M (International & Comparative Law) from Duke University School of Law. He is Series 65-qualified and serves as an investment advisor representative of Strategic Planning LLC.
Why I became a financial advisor.
A number of years ago, an association of estate planning attorneys of which I was a member had a number of lawyers that also served as financial advisors – much like some CPAs, who provide financial services in addition to their tax practices. As I learned more about this practice, I immediately found myself drawn to it. While I enjoy the practice of law and estate planning and it is important, ultimately – to me – there is nothing more meaningful than helping a client achieve a lifelong financial goal and perhaps even their version of an ideal life. I have historically identified with other lawyers, and always enjoyed helping younger lawyers explore their career paths. I even co-authored a book for younger lawyers on interviewing.
Having launched my own solo law practice in 2009, I have encountered some of the same challenges as other attorneys – tax planning, cash flow planning, retirement planning, etc. Initially, I wanted to learn all aspects of financial and tax planning just for my own benefit. Now, I find it gratifying to share my knowledge and play a part in helping other attorneys or independent fiduciaries fulfill their financial life goals as well as those that depend on them.
Favorite spot in San Diego:
Somewhere on the mats. I train Brazilian Jiu Jitsu, and most recently, I have been training at Atos HQ in San Diego. San Diego has long been a “Mecca” of Brazilian Jiu Jitsu, and I am fortunate that the weather here allows for training year-round.
Favorite things to do outside the office:
Either training Jiu Jitsu or spending time with my son and daughter, rowing at the San Diego Rowing Club, or exploring the great outdoors.
Favorite vacation spot:
Most recently, it has been Joshua Tree National Park.
Favorite neighborhood in San Diego:
I love University City. I live here, and my office is just down the street from my home. UC is minutes away from my gym, La Jolla shores, and Convoy Street – all of which I love.
It is a great neighborhood to live and raise a family.