My Personal CFO

Stop procrastinating. Take control of your financial future.

Financial planner (show on map)

1.0

★☆☆☆☆

1 reviews

Full-service financial firm helping individuals and business owners pursue financial goals through unbiased advice.

Call (503) 912-2090

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About

My Personal CFO, LLC is a full-service financial firm based in Vancouver, WA, committed to helping individuals and business owners pursue their financial goals. The firm provides unbiased financial advice and has relationships with a number of financial services companies.

Services include customized financial planning, investment management, retirement planning, estate planning, tax planning, cash flow analysis, and education on financial concepts such as investing, income taxation, equity compensation structuring, and wealth growth vs. preservation.

SEC-registered investment adviser

CFP® and CPA certified professionals

Full-service financial firm

Unbiased financial advice

Customized financial planning process

Gives back at least 1% of revenue to charity

Services

Financial Planning

Customized financial plan development through a step-by-step process to help clients identify goals and make sound financial decisions.

Goal identification Strategy customization Comprehensive plan execution

Investment Advisory

Registered investment advisory services including portfolio management and investment strategy guidance.

SEC-registered adviser Unbiased financial advice Access to multiple financial services companies

Retirement Planning

Planning services for retirement including SEP IRAs, SIMPLE plans, 401(k) options, and retirement income strategies.

SEP IRA guidance SIMPLE plan setup Roth 401(k) planning Retirement income estimation

Estate Planning

Comprehensive estate planning including wills, trusts, gifting strategies, and estate tax planning.

Wills and trusts Living trusts Charitable giving strategies Estate tax estimation Probate avoidance

Tax Planning

Tax planning services including federal income tax estimation, tax-deferred savings analysis, and IRA planning.

Federal income tax estimation Tax-deferred savings comparison IRA eligibility analysis Roth IRA conversion planning

Cash Flow Management

Analysis and management of income vs. expenses to optimize cash flow and achieve financial goals.

Cash flow analysis Net worth assessment Savings goals planning Lifetime earnings analysis

Credentials & Certifications

CFP® (Certified Financial Planner)

CPA (Certified Public Accountant)

SEC Registered Investment Adviser

Reviews

Rating

★☆☆☆☆

Reviews

Frequently Asked Questions

What is a Personal CFO? +

A Personal CFO is a financial professional who provides comprehensive financial planning and management services to individuals, similar to how a CFO manages a company's finances.

What financial services does My Personal CFO offer? +

My Personal CFO offers a wide range of financial services including financial planning, investment advisory, retirement planning, estate planning, tax planning, and cash flow management.

Is My Personal CFO a registered investment adviser? +

Yes, My Personal CFO, LLC is a registered investment adviser with the SEC.

What certifications does the firm hold? +

The firm's principal, Mark Bernazzani, holds CFP® and CPA certifications. The firm also has a relationship with financial services companies for additional product access.

What is the firm's approach to financial advice? +

The firm provides unbiased financial advice and is committed to helping people pursue their financial goals through a customized, step-by-step planning process.

Does the firm give back to the community? +

Yes, the firm gives at least 1% of its revenue to charities and organizations doing meaningful work in the communities where they and their clients live.