Mark Bernazzani
My Personal CFO · Vancouver, Washington
Mark Bernazzani is a fee-only financial advisor at My Personal CFO in Vancouver, Washington, who holds the CFP credential. My Personal CFO reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | My Personal CFO |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $365.1M across 458 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX, WA · CRD 5566001 |
| Exams passed | Series 63 (2009) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mypcfo.com |
| Profile |
How Mark's firm compares
- My Personal CFO's average account is about $797,000, from its Form ADV (assets managed divided by 458 accounts).
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Questions about Mark
Is Mark Bernazzani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and My Personal CFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, My Personal CFO, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mark Bernazzani based?
Mark Bernazzani is based in Vancouver, Washington.
What credentials does Mark Bernazzani hold?
Mark Bernazzani holds the CFP credential.
Is Mark Bernazzani registered with the SEC?
Yes. Mark Bernazzani is registered as an investment adviser representative in LA, TX and WA (CRD 5566001), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does My Personal CFO manage?
My Personal CFO reports $365.1M across 458 accounts in assets under management.
How do I contact Mark Bernazzani?
Through Mark's website, www.mypcfo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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