Personal CFO Solutions

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

384 Main St, Chester, New Jersey, 07930,...

Phone Number

(908) 955-7055

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Personal CFO Solutions

Personal CFO Solutions specializes in comprehensive financial planning, investment management, retirement planning, and wealth management services tailored for high net worth families. The firm offers a range of services including corporate relationships, executive financial planning, and retirement plans/401(k) services. Their goal is to help clients achieve their financial objectives while managing risks associated with investments. Personal CFO Solutions is dedicated to providing personalized financial advice and support to ensure clients can focus on their goals.Explore more
Personal CFO Solutions's Social MediaPopular SearchesPersonal CFO SolutionsPersonal CFO Solutions LLCPersonal Crfo SolutionsPersonalcfosolutions ComPersonal CFO Solutions AllSIC Code 62,628NAICS Code 52,523Show more

Personal CFO Solutions Org Chart

PhoneEmail
NL
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Vice President

PhoneEmail
JV
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Managing Director & Founder

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CP
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Senior VP, Financial Planning

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BO
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Senior VP, Financial Planning

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MM
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Senior VP, Financial Counseling

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KS
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Senior VP, Financial Planning

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JF
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Vice President, Financial Planning

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JH
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Vice President, Financial & Advisor

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DC
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Client Service Manager

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JG
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Client Service Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Personal CFO Solutions

<$5M
1-10
Private
-
2013
NL
Nicholas LopesVice President
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JP
Jiyao PengManager, Investment Operations
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Personal CFO Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Personal CFO Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Personal CFO Solutions.

Personal CFO Solutions Tech Stack

A closer look at the technologies used by Personal CFO Solutions

Personal CFO Solutions News & Media

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Frequently Asked Questions Regarding Personal CFO Solutions

What is Personal CFO Solutions's official website?
Personal CFO Solutions's official website is www.personalcfosolutions.com
What is Personal CFO Solutions's Revenue?
Personal CFO Solutions's revenue is <$5 Million
What is Personal CFO Solutions's SIC code?
Personal CFO Solutions's SIC: 62,628
What is Personal CFO Solutions's NAICS code?
Personal CFO Solutions's NAICS: 52,523
How many employees does Personal CFO Solutions have?
Personal CFO Solutions has 1-10 employees
What industry does Personal CFO Solutions belong to?
Personal CFO Solutions is in the industry of: Finance, Securities Trading
What is Personal CFO Solutions competition?
Personal CFO Solutions top competitors include: Sterling Total Wealth Solutions, Stratos Wealth Advisors, Sherwood Investment Services, Charles Carroll Financial Partners
What technology does Personal CFO Solutions use?
Some of the popular technologies that Personal CFO Solutions uses are: WordPress.org, PHP, Google Universal Analytics, YouTube
How do I contact Personal CFO Solutions?
Personal CFO Solutions contact info: Phone number: (908) 955-7055 Website: www.personalcfosolutions.com
What does Personal CFO Solutions do?

Personal CFO Solutions specializes in comprehensive financial planning, investment management, retirement planning, and wealth management services tailored for high net worth families. The firm offers a range of services including corporate relationships, executive financial planning, and retirement plans/401(k) services. Their goal is to help clie... nts achieve their financial objectives while managing risks associated with investments. Personal CFO Solutions is dedicated to providing personalized financial advice and support to ensure clients can focus on their goals.Read More

What are Personal CFO Solutions social media links?
Personal CFO Solutions Linkedin page Personal CFO Solutions Facebook page
Is Personal CFO Solutions a public company?
Personal CFO Solutions is private company therefore does not currently have an official ticker symbol
See more information about Personal CFO Solutions

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