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School of Personal Finance
School of Personal Finance provides personal financial planning for middle-class families, from one-time advice to full-service retirement planning and wealth...
School of Personal Finance
School of Personal Finance provides personal financial planning for middle-class families, from one-time advice to full-service retirement planning and wealth management. Services include investment management and professional portfolio management, ongoing coaching through a membership club, and hourly financial planning. The firm aims to make professional financial advice accessible without jargon, high fees, or sales pitches.
General information
Firm type
other
Location
City
Westchester County
Principals
Rich McCormack
CFP, RICP, Founder
Rich McCormack
CFP, RICP, fiduciary, educator, and founder
Sector focus
Frequently asked questions
Who founded School of Personal Finance?
The founder or principals of School of Personal Finance are not disclosed in public records. The entity does not appear to maintain a verified website or professional network presence.
Where is School of Personal Finance headquartered?
The headquarters location is not publicly documented. No office address, country, or region can be confirmed from available sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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