My Personal CFO
My Personal CFO, LLC is a Washington-based SEC-registered investment adviser providing personalized financial planning, investment, tax, retirement, and estate advisory services to individuals and business owners, supported by a Charles Schwab client portal and an online learning center.
- Company typePrivate
- Founded2019
- HeadquartersVancouver, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What My Personal CFO does
My Personal CFO, LLC is a Washington-state-based registered investment adviser (RIA) operating as a full-service financial advisory firm headquartered at 1220 Main Street, Suite 400, Vancouver, WA. The firm is staffed by a four-person team led by a Personal CFO holding both the CFP® (Certified Financial Planner) and CPA (Certified Public Accountant) designations, supported by one Associate and two team members. It offers personalized financial planning, investment advisory, retirement planning, estate planning, income tax planning, equity compensation structuring, cash flow management, philanthropy advisory, and wealth growth and preservation services to individuals and business owners, primarily in US jurisdictions where it is appropriately registered or exempt.
The firm supplements its advisory practice with a digital content hub on mypcfo.com, comprising a learning center of interactive calculators (estate taxes, mortgage refinancing, savings goals, net worth, federal income tax, retirement, and insurance needs), a tax library with IRS forms and publications, magazine-style flipbooks, monthly newsletters, research articles, videos, and a financial glossary. Client account access and portfolio operations are delivered through a third-party wealth platform operated by Charles Schwab (emaplan); the firm itself relies on standard internet publishing rather than proprietary software. No mobile app, public APIs, proprietary AI/ML capabilities, patents, or technology partnerships beyond the Schwab platform were disclosed.
My Personal CFO is privately held with no disclosed parent company, institutional investors, or external funding rounds. Revenue is generated through financial advisory services — typically asset-based (AUM) fees, flat fees, or hourly billing on financial planning engagements under SEC RIA regulation — though specific pricing is not publicly disclosed. The firm grows organically through educational content marketing, a LinkedIn corporate page, and monthly newsletter distribution, with direct advisory relationships rather than paid advertising or third-party channel partnerships. Geographic scope is domestic (United States), constrained by state-level RIA registration requirements.
My Personal CFO firmographics
Firmographics- Name
- My Personal CFO
- Legal name
- My Personal CFO, LLC
- Website
- https://mypcfo.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- My Personal CFO, LLC is a Washington-based SEC-registered investment adviser providing personalized financial planning, investment, tax, retirement, and estate advisory services to individuals and business owners, supported by a Charles Schwab client portal and an online learning center.
- Ownership category
- akta.pro rank
My Personal CFO industry classification
Industry- Product category
- Personal Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Discretionary Portfolio Management (Retail) (FSAAAAAH), Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)
Keywords
Where My Personal CFO is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
My Personal CFO business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: As a registered investment adviser with the SEC, My Personal CFO provides personalized financial planning and investment advisory services. The firm likely earns revenue through advisory fees, which may be asset-based (AUM fees), flat fees, or hourly billing for financial planning services.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
My Personal CFO product offering
Product offeringCore offering
My Personal CFO is a registered investment adviser that provides personalized Personal CFO financial planning and advisory services to individuals and business owners. Its core offering bundles investment management with income tax planning, equity compensation structuring, cash flow management, retirement planning, estate planning, philanthropy, and wealth growth and preservation strategies, supported by a digital learning center of calculators, newsletters, flipbooks, and tax resources.
Product overview
My Personal CFO is a full-service financial advisory firm offering a comprehensive suite of services centered around its core Personal CFO service, which provides personalized financial planning, investment management, retirement planning, estate planning, tax planning, cash flow management, equity compensation structuring, and wealth growth strategies. The firm supplements its advisory services with a digital platform of educational tools including financial calculators (loan payoff, mortgage refinancing, savings goals, net worth, retirement, tax, and estate planning calculators), newsletters covering current financial topics and market analysis, magazine-style flipbooks, a tax library with forms and publications, and research articles covering estates, trusts, retirement, tax planning, investing, cash management, and risk management.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal CFO Services Comprehensive financial advisory service delivering personalized financial planning, investment management, retirement planning, estate planning, tax planning, cash flow management, equity compensation structuring, and wealth management for individuals and business owners.
Companies that use My Personal CFO
Customer profileSegments1 record
Ideal customer profiles1 record
My Personal CFO technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
My Personal CFO partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
My Personal CFO competitors and assessment
Company assessmentPeers
Direct peers
- XY Planning Network: XY Planning Network is a network of fee-only financial planners serving Gen X and Gen Y clients with comprehensive planning on a flat-fee basis. Directly comparable as a peer group of independent, planning-led RIAs without a traditional AUM-only model.
- Facet Wealth: Facet Wealth is a digital-first, flat-fee financial planning firm serving individuals nationwide, with a focus on comprehensive planning rather than AUM-based wealth management. Highly comparable to My Personal CFO's planning-led, fee-based RIA model.
- Parkside Financial Bank & Trust (Parkside Wealth Advisors): Parkside Wealth Advisors is a small, independent RIA offering personalized financial planning and investment management to high-net-worth individuals. Comparable as a similarly-sized, planning-led independent RIA serving individuals and business owners.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
My Personal CFO social profiles
Digital presenceMy Personal CFO compliance and trust
Trust signalCompliance3 records
My Personal CFO financial estimates
Financial estimateRevenue estimate
Valuation estimate
My Personal CFO leadership team
Management profileNumber of profiles
Profiles4 records
My Personal CFO funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
My Personal CFO M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about My Personal CFO
What does My Personal CFO do?
My Personal CFO is a registered investment adviser that provides personalized Personal CFO financial planning and advisory services to individuals and business owners. Its core offering bundles investment management with income tax planning, equity compensation structuring, cash flow management, retirement planning, estate planning, philanthropy, and wealth growth and preservation strategies, supported by a digital learning center of calculators, newsletters, flipbooks, and tax resources.
Is My Personal CFO a public or private company?
My Personal CFO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was My Personal CFO founded?
My Personal CFO was founded in 2019. It employs 1 to 10 people.
Where is My Personal CFO based?
My Personal CFO is headquartered in Vancouver, United States, in the North America region.
How does My Personal CFO make money?
One revenue line is on record: investment Advisory Services.
Who are My Personal CFO's main competitors?
Edelman Financial Engines is listed as a peer. Direct peers are XY Planning Network, Facet Wealth and Parkside Financial Bank & Trust (Parkside Wealth Advisors).
Does My Personal CFO have an API?
No public API is recorded for My Personal CFO.
What industry is My Personal CFO in?
My Personal CFO's product category is Personal Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.