Martin Curiel, CFA

San Francisco Bay Area United States

Co-Founder

Finance / Banking / Insurance

MYeCFO is a full-service financial advisory firm that serves professionals, entrepreneurs, and executives located in the U.S. Our mission is to help individual investors achieve the highest after-fee, after-tax returns possible given their unique situation and risk tolerance. We design and implement customized investment portfolios that minimize total fees and minimize active management risk. As a full-service provider, we help clients manage every aspect of their financial lives, including estate planning, risk management, real estate allocations, and cash flow management. The objective is to protect and grow our clients’ asset base in the most efficient way possible.