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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-12-2024
- Office Locations
- 1
Office Locations
About Personal Financial Partners
Personal Financial Partners is a fee-only, fiduciary RIA providing comprehensive financial planning and investment management, integrating net worth, tax and retirement planning. The firm uses evidence-informed frameworks including modern portfolio theory, goals-based advice and behavioral finance to guide client decisions. It serves individuals and families including entrepreneurs and retirees, commonly implementing portfolios via Charles Schwab and using RightCapital planning tools.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 64 clients, or 64 clients per representative. That equates to $330.6K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Personal Financial Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Sergio Federico Abarca Fuente
Chief Compliance Officer, Managing Partner
- CRD
- #7032841
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,160,672 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,160,672 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Personal Financial Partners has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.