Jamie Colonna is a financial advisor at My Personal CFO, LLC with one year of industry experience. He holds a Series 65 designation and has been with My Personal CFO since 2019, including a recent role starting in 2024. My Personal CFO, LLC serves individuals, trusts, estates, charitable organizations, corporations, and business entities, offering financial planning, discretionary wealth management, and retirement-plan advisory services. The firm employs an asset-allocation framework based on Modern Portfolio Theory and integrates fundamental and behavioral finance analysis, utilizing institutional-share mutual funds, ETFs, and occasionally alternative investments or sub-advisors.

Mark 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.