# Personal Financial Specialists

Personal Financial Specialists is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 128736
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128736

## About

PERSONAL FINANCIAL SPECIALISTS is a state-registered investment adviser in CEDAR KNOLLS, NJ. The firm manages approximately $610,240 in assets. It has 3 employees and 1 investment adviser.

## Questions

### Does the firm make direct investments or fund commitments?

There is no public information to confirm whether Personal Financial Specialists deploys capital through direct investments, fund commitments, or a hybrid model. Most single-family offices blend both approaches, but no data exists to characterize this office's specific preferences.

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- [Wakefield Financial Planning](https://altss.com/profile/wakefield-financial-planning-llc)
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Last updated: 2026-07-06T01:24:23.134Z

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