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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Sergio Federico Abarca Fuente
Chief Compliance Officer, Managing Partner
- CRD
- #7032841
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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