Mark A Bernazzani
Advisor at My Personal CFO, LLC — Vancouver, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
12 years
Location
Vancouver, WA 98660
My Personal CFO, LLC
Supported
Total advisors
2Clients per advisor
43 TypicalAvg AUM per client
$4,295,315 Very HighHNW client ratio
58% Very HighMark Bernazzani is a CFP® professional with 11 years of industry experience, currently serving as an advisor at My Personal CFO, LLC since 2018. Prior to this, he worked at Brighton Jones LLC from 2013 to 2018. He holds the Series 63 license and is based in Vancouver, WA. My Personal CFO serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation strategy based on Modern Portfolio Theory and behavioral finance, utilizing institutional mutual funds, ETFs, and, when appropriate, options and alternative investments.
Based on My Personal CFO, LLC
$350 per hour for financial planning and consulting services
Account minimum: $4,000 minimum annual fee Minimum fee: Minimum annual fee of $4,000, negotiable at Firm's discretion
Vancouver, WA
1220 Main Street, Suite 400
Vancouver WA 98660
Advisors at this office
2
Louisiana · Texas · Washington
12 years of industry experience
My Personal CFO
2018 - Present • 8 years
Vancouver, WA
UNemployed
2018 - 2018 • 1 year
Vancouver, WA
Brighton Jones LLC
2013 - 2018 • 5 years
Portland, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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