This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2019
- Office Locations
- 1
Office Locations
About MY Personal CFO, LLC
My Personal CFO, LLC is a Vancouver, WA RIA providing “personal CFO” wealth management and financial planning across investing, tax planning, equity-compensation structuring, cash-flow management, retirement planning, estate planning, and philanthropy. Portfolios emphasize asset allocation and active management, using a mix of public funds and ETFs (with fixed income/alternatives as needed) and are primarily custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK A BERNAZZANI
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5566001
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jamie Elizabeth Colonna
--
- CRD
- #8006178
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,101,816 | $797,166 |
| Non-Discretionary | $0 | -- |
| Total | $365,101,816 | $797,166 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing