Personal Financial Consultants Inc
Legal Name: PERSONAL FINANCIAL CONSULTANTS, INC.
Full Contact Details
Personal Financial Consultants Inc
3738 MT. DIABLO, SUITE 201, LAFAYETTE, CA
888-557-3272
888-852-3273
Other Info
Personal Financial Consultants, Inc. is a California Corporation with a team of five employees, three of whom serve in advisory roles. With a single client, the company boasts an approved SEC status and has been registered with the U.S. Securities and Exchange Commission since April 2012.
Financial Planner Bay Area | Investment Advisor | Personal Financial
Guiding families to and through life's transitions since 1985. Fee-only Financial Planners & Investment Advisors for working professionals & business owners.
Direct Owners
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LOREN BRUCE KAYFETZ
PRESIDENT, CHIEF COMPLIANCE OFFICER owns 75% or more
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PATRICIA A PANNELL
CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER owns less than 5%
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STEFANIE DAWN CORRALES
CHIEF OPERATING OFFICER owns less than 5%