My Financial Coach

Company Description (LinkedIn): My Financial Coach (MFC) | 473 followers on LinkedIn. A financial wellness company with a mission to improve financial results by using the right people and technology. | My Financial Coach: Turning Financial Literacy into your workplace wealth.

My Financial Coach (MFC) seeks to fill a portion of the financial literacy gap by offering hands-on, unbiased education at the intersecting points between employee benefits and personal assets - where workplace wealth takes root.

MFC gives you an easy-to-use, web-based, comprehensive financial planning and account aggregation platform to work with our CERTIFIED FINANCIAL PLANNER professionals as your personal coach-educatorβ€”real humans who care about your financial future.

From WCI application:

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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External Links:

πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2018
πŸ‡ΊπŸ‡² SEC Number: N/A
πŸ—ƒ CRD Number: 301669
☎ Phone Number:  760 340-4277
🐦 Twitter:
🦾 Website Accessibility Score: 92 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-02-22