Mark Bernazzani
Advisor at My Personal CFO, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at My Personal CFO, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98660
Credentials
CFP®, Series 63
Industry experience
11 years
Mark Bernazzani is a CFP® professional with 11 years of industry experience, currently serving as an advisor at My Personal CFO, LLC since 2018. Prior to this, he worked at Brighton Jones LLC from 2013 to 2018. He holds the Series 63 license and is based in Vancouver, WA. My Personal CFO serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation strategy based on Modern Portfolio Theory and behavioral finance, utilizing institutional mutual funds, ETFs, and, when appropriate, options and alternative investments.
Based on My Personal CFO, LLC
$350 per hour for financial planning and consulting services
Account minimum: $4,000 minimum annual fee Minimum fee: Minimum annual fee of $4,000, negotiable at Firm's discretion
1220 Main Street, Suite 400
Vancouver, WA 98660
Louisiana · Texas · Washington
My Personal CFO
2018 - Present (8 years)
UNemployed
2018 - 2018 (1 year)
Brighton Jones LLC
2013 - 2018 (5 years)
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