Personal Financial Consultants, Inc.

Personal Financial Consultants, Inc. (CRD# 26440) is a financial advisory firm headquartered in Lafayette, CA. They manage $186,576,856 in 218 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $855,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, TX, WA

Financial Advisors at Personal Financial Consultants, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan B. Spector
CRD#: 5492927
3738 Mt. Diablo, Suite 201, Lafayette, CA 94549
96
Wealthminder
score

Jonathan Spector (CRD# 5492927) is an Investment Advisor Representative working at Personal Financial Consultants, Inc. in Lafayette, CA and has over 10 years of experience in the finance industry. Jonathan Spector has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Loren B. Kayfetz
CRD#: 1005250
3738 Mt. Diablo, Suite 201, Lafayette, CA 94549
86
Wealthminder
score

Loren Kayfetz (CRD# 1005250) is an Investment Advisor Representative working at Personal Financial Consultants, Inc. in Lafayette, CA and has over 35 years of experience in the finance industry. Loren Kayfetz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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