myCFO

myCFO

  • 1700 Seaport Blvd
  • Redwood City, California
  • 94063

Description

At Harris myCFO, we are committed to establishing trust, respect, and a lasting partnership with you. Our client service directors strive to deliver the finest personalized wealth services available. Comprehensive wealth advisory services We offer advice and strategies across the broad spectrum of financial services to help high-net-worth individuals gain control of their financial lives. These services include helping you develop strategies to achieve your goals, as well as providing administrative and reporting services to reduce the time you spend on basic financial management. World-class financial advisors Unlike many other advisory firms, we offer expertise in all key areas of wealth services: Income Tax Planning & Compliance, Investment Advisory, Estate & Trust, Risk Management & Insurance, Philanthropy, and Expense Management & Financial Reporting. Having this team of experts enables us to deliver superior advice and better solutions to meet your needs.

Fact sheet

Number of employees
100-199

Company contacts

  • John Wunsch
  • CEO

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