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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-08-2023
- Office Locations
- 1
Office Locations
About Personal Best Financial LLC
Personal Best Financial is a California-based, fee-only RIA providing financial planning and discretionary wealth management for technology and healthcare professionals and small business owners. Led by founder Glenn Tom, CFP (Wharton MBA; former Intuit/Morgan Stanley/AmEx executive), the firm focuses on fiduciary, goals-based planning toward financial independence, with diversified portfolios using public funds/ETFs and asset-allocation strategies, custodied at Charles Schwab.
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GLENN ALLEN TOM
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3128150
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,179,218 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,179,218 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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