Serving $30m Families
...and those becoming $30m families through a liquidity event.
Learn how to move upmarket and become a trusted Personal CFO.
Vision
We envision a world in which the vast majority of people are intellectually stimulated, emotionally fulfilled, physically energized and financially prosperous.
Mission
To build an army of Personal CFO's to help inspire, empower and equip every entrepreneur to be their best; personally, professionally and financially.
PCFO Stories
"Working with Simon and Personal CFO Network team helped me navigate the waters from a stale business partnership and create a COO role plus equity ownership of a million dollar company."
Tim Davis
"I worked with Simon and his team at the inception of Atmos Planning, which we built and leveraged into an equity swap with a fast growing $20M company in the government contracting space."
Robert Fehlen
"Working with Simon and his team helped me convert my business from a solo practice to a multi-disciplinary team across multiple states. Our business growth was simply a by product."
Mando Sallavanti
Contact us
admin@pcfo.co
(708) 328-8515
200 W River Dr, Suite 16, St. Charles, IL 60174