# School of Personal Finance

School of Personal Finance is an other based in Westchester County.

## Overview

- **Organization type:** other
- **Headquarters:** Westchester County
- **Assets under management:** Undisclosed
- **Website:** https://schoolofpersonalfinance.com
- **LinkedIn:** https://www.linkedin.com/company/school-of-personal-finance

## Regulatory record

- **CRD number:** 307332
- **SEC file number:** 801-135660
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307332

## About

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.

## Sectors

- Education

## People

- Rich McCormack — CFP, RICP, Founder
- Rich McCormack — CFP, RICP, fiduciary, educator, and founder

## 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.

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Last updated: 2026-08-11T15:08:04.536Z

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