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Nicole Hanson, CFP®, CLU Managing Director of Advisory Services Click for bio |
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Erin Hadley, CFP® Financial Planner Click for bio |
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Brad Klontz, Psy.D., CFP® Financial Planner Click for bio |
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Loren Kayfetz, MSFS, CFP®, CLU, ChFC |
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Pat Pannell, MBA V.P., Chief Financial Officer Click for bio |
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Stefanie Corrales Client Services Manager Click for bio |
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In California and Hawaii
Toll Free: 888-557-3272 Info@PersonalFinancial.com
Personal Financial Consultants, Inc. is an independent, registered investment advisory firm with offices in California and Hawaii.
We currently manage over $120 million in assets for a unique group of about 200 clients. We work for and are paid by fees, only from our clients. Being paid under a “fee-only” arrangement removes any bias we may have with investment companies. Unlike everyone who calls themselves a “financial advisor” or “investment manager” we are required by our associations to take a fiduciary oath to our clients—meaning we will always work in your best interest. Founder Loren Kayfetz has over 30 years experience in the investment management business and together with our team we ensure that you are being served in a way that protects you, the client, first.We Are Not Stockbrokers. We are CERTIFIED FINANCIAL PLANNERS™.
Many consumers do not understand that a stockbroker is not obligated to work in the best interest of the clients they serve. Stockbrokers work in the interest of the brokerage firm that employs them. They make their money by investing in products sponsored by the brokerage house and earn a commission for selling you a product.
When working with CERTIFIED FINANCIAL PLANNERS™ (CFP) you have rights that cannot be taken away from you as the client. Our firm believes that working with investment professionals and nationally certified advisors can be a rewarding and fulfilling experience for you, as does the CFP Board. Therefore, we believe you should have the right to the following:
- You have the right to a planner who has integrity.
- You have the right to objective advice.
- You have the right to a planner who is competent.
- You have the right to be treated fairly.
- You have the right to privacy.
- You have the right to a planner who is professional.
- You have the right to a planner who is diligent.
Our company is dedicated to making sure that you get all the attention you deserve. And through this partnership you will find confidence, excitement, fulfillment and most of all, freedom. The freedom to be as great as you please. Without worry. Without stress.