# MY PERSONAL CFO

MY PERSONAL CFO is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://mypersonalcfo.com
- **LinkedIn:** https://www.linkedin.com/company/mypcfo

## Regulatory record

- **CRD number:** 299424
- **SEC file number:** 801-120606
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299424

## About

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.

## 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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- [Daphni](https://altss.com/profile/daphni-sas)
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Last updated: 2026-07-06T01:24:21.796Z

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