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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy catalystSignal
- Established Date
- 05-08-2020
- Office Locations
- 1
Office Locations
About BE Your Best Financial
Be Your Best Financial is a Colorado-based, virtual-first financial planning firm serving individuals who want clear, actionable guidance on spending, saving, and goal planning. The practice emphasizes education-driven advice—walking clients through decisions so they understand their finances and investments before moving forward—and meets on a flexible schedule. Client accounts are custodied through platforms including Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTINA ELENA FERRER
Chief Compliance Officer, Founder, Manager, Owner
- CRD
- #5369098
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,608,740 | -- |
| Total | $3,608,740 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,608,740
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $308,869,250 | 42.6% |
| Equity - Exchange | $416,175,938 | 57.4% |
| Total | $725,045,188 | 100.0% |