Mark Bernazzani

from My Personal Cfo, LLC
SEC regulated
Regulated Investment Advisor
Mark Bernazzani is a financial advisor based in Washington, Vancouver, with 15 years of experience. Mark currently works for My Personal Cfo, LLC. Mark maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Bernazzani works at My Personal Cfo, LLC
My Personal Cfo, LLC is a financial advisory firm based in Vancouver, Washington. It currently has approximately $196,194,676 of assets under management and employs about 4 people. My Personal Cfo, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
3 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
1220 Main Street, Suite 400, Vancouver, Washington, 98660

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