My Personal CFO, LLC

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Client assets under management

$365,101,816

Clients

58% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$4,295,315

About

My Personal CFO serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans by providing financial planning and consulting, discretionary wealth management, and retirement plan advisory services. The firm offers both standalone planning engagements and ongoing portfolio management and accepts engagements on an hourly or asset-based fee basis.

The firm’s investment process combines fundamental and behavioral finance analysis with an asset-allocation framework derived from Modern Portfolio Theory, emphasizing diversified exposure primarily through mutual funds and ETFs. Portfolios are managed on a discretionary basis, may use standard exchange-traded options as a risk-management tool, can include alternative investments when suitable, and may rely on sub-advisors for specialized strategies.

Distinctive features include an affiliation with a Certified Public Accountant: a firm principal provides accounting services to advisory clients under separate agreements, a relationship the brochure discloses as a potential conflict of interest. The firm also serves as a Section 3(38) fiduciary for defined benefit plans, maintains custody arrangements subject to annual audit procedures, and operates with a small advisory team managing a multi-hundred-million-dollar asset base.

Client services

Financial planning Portfolio management

Expertise

Business succession planning Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Project-based

$350 per hour for financial planning and consulting services

Other

Account minimum: $4,000 minimum annual fee Minimum fee: Minimum annual fee of $4,000, negotiable at Firm's discretion

Main office location

My Personal CFO, LLC

1220 Main Street, Suite 400

Vancouver WA 98660, United States

Number of offices

Most active in

California · Louisiana · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 503-912-2090

Advisors at this firm

Jamie C

Series 65

Vancouver, WA

My Personal CFO, LLC

Jamie Colonna is a financial advisor at My Personal CFO, LLC with one year of industry experience. He holds a Series 65 designation and has been with My Personal CFO since 2019, including a recent role starting in 2024. My Personal CFO, LLC serves individuals, trusts, estates, charitable organizations, corporations, and business entities, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation framework based on Modern Portfolio Theory and integrates fundamental and behavioral finance analysis, utilizing institutional-share mutual funds, ETFs, and occasionally alternative investments or sub-advisors.

Business succession planning Options & derivatives strategies Founder/Business Owner Executive

Mark B

CFP®, Series 63

Vancouver, WA

My Personal CFO, LLC

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.

Business succession planning Options & derivatives strategies Founder/Business Owner Executive

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