A complete list of active advisors currently associated with MYeCFO

Warmer can help you find a great advisor at MYeCFO or one who fits your needs even better.

MYeCFO serves individuals, high‑net‑worth individuals, businesses and non‑profits, managing approximately $263.4 million for about 183 clients with a five‑advisor team. The firm provides portfolio management, financial planning, and broader consulting, including investment oversight, tax strategy, wealth‑management coordination, and project work such as bookkeeping and payroll. MYeCFO documents each client’s situation in an Investment Policy Statement, assesses risk tolerance and time horizon, and offers both discretionary and non‑discretionary investment supervision. Portfolios are generally implemented with index funds, ETFs and other passive vehicles, while the firm uses asset allocation, macroeconomic analysis and proprietary tools to make targeted deviations and may employ strategies such as short sales, margin or options when appropriate. What is distinctive about MYeCFO is its integrated tax and accounting capability: the firm prepares tax documents, coordinates tax‑efficient asset location and harvesting with outside CPAs and estate attorneys, and its principals are registered to prepare California tax returns. It also offers educational workshops and stands ready to engage on specific operational projects (e.g., payroll, bookkeeping), services that are less common among peer team firms.

To learn more about the advisors currently working at MYeCFO, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.