My Personal Cfo, LLC
My Personal Cfo, LLC (CRD# 299424) is a financial advisory firm headquartered in Vancouver, WA. They manage $277,508,870 in 399 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management278MILLION
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Total Number of Accounts399ACCOUNTS
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Average Account Value$695,511
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, OR, TX, WA
Financial Advisors at My Personal Cfo, LLC
1
Mark Bernazzani (CRD# 5566001) is an Investment Advisor Representative working at My Personal Cfo, LLC in Vancouver, WA and has over 14 years of experience in the finance industry.
2
Nathan Brown (CRD# 6688232) is an Investment Advisor Representative working at My Personal Cfo, LLC in Vancouver, WA and has over 7 years of experience in the finance industry.
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