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MY PERSONAL CFO
MY PERSONAL CFO, LLC is an SEC-registered investment adviser in VANCOUVER, WA, registered since 2021. The firm manages approximately $365 million in...
Overview
MY PERSONAL CFO, LLC is an SEC-registered investment adviser in VANCOUVER, WA, registered since 2021. The firm manages approximately $365 million in regulatory assets. It employs 3 staff and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How does a personal CFO differ from a traditional wealth manager?
A traditional wealth manager focuses primarily on investment portfolios. A personal CFO takes a broader view, encompassing bill payment, cash flow forecasting, tax strategy, property management coordination, and risk insurance analysis. The role is administrative and strategic rather than purely investment-focused, often appealing to families with complex balance sheets who want a single point of accountability.
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