Mark A Bernazzani
Investment adviser representative at My Personal Cfo, LLC
5 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$365.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- My Personal Cfo, LLCOct 2018 to now
- UnemployedMay 2018 to Oct 2018
- Brighton Jones LLCApr 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, WA).
My Personal Cfo, LLC
$365.1MAssets managed
85Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5566001
- Firm CRD
- 299424