This Business Is Not BBB Accredited

The Personal CFO Inc

The Personal CFO Inc

(512) 464-1110

The Personal CFO Inc

24 years in business
2101 South Lakeline Boulevard Ste 526
Cedar Park, TX 78613-3947
Additional Email Addresses
BBB File Opened: 09/29/2010
Business Started: 11/05/1992
Business Started Locally: 11/05/1992
Business Incorporated: 09/30/2003 in TX
Type of Entity
Business Management
  • Mr. David Disraeli, President
Business Category
  • Financial Planning Consultants
  • Financial Consultants - No License Required

Alternate Business Names
  • Financial Planning Office of David Disraeli
  • Life Plan Associates Inc
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Methods of Payment
  • Checks, Paypal
Refund & Exchange Policy: 
100% guranteed satisfaction



Personal Chief Financial Officer, Mobile Family Office, Financial and Estate Planning, wills, trusts, deeds, expert witness services, financial modeling.  Incorporation services.  

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

M: 8:30 AM-5:30 PM
T: 8:30 AM-5:30 PM
W: 8:30 AM-5:30 PM
Th: 8:30 AM-5:30 PM
F: 8:30 AM-5:30 PM
S: Closed
Su: Closed
H: Closed

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

The Personal CFO Inc


The Personal CFO Inc

Customer Review Rating:

This business has no complaints filed

Composite Score: