Personal Financial Profiles, Inc. is an independent SEC-registered investment advisory firm headquartered on West Sample Road in Coral Springs, Florida. Established in 1989, the practice serves retirees, older adults, and families throughout northern Broward County with customized retirement portfolio design, risk-tolerance profiling, ongoing asset supervision, and retirement income planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Personal Financial Profiles Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-78068; founded in 1989 by Frank T. Pugliese, CIMA®, CFS®, RFC®, and led by President & CEO David M. Maggio.
Factual details and direct answers about Personal Financial Profiles, Inc.'s services, licensing, and credentials.
How long has Personal Financial Profiles, Inc. served Coral Springs and Broward County?
Personal Financial Profiles, Inc. was established in 1989 and is registered with the U.S. Securities and Exchange Commission under CRD #109327 (SEC File #801-78068).
What approach does the firm take to retirement investment management?
The firm constructs individualized investor profiles based on a retiree's income needs, time horizon, and risk tolerance before allocating assets and managing ongoing distributions.
Where is the Coral Springs office situated?
The office is located at 10100 West Sample Road, Suite 300, Coral Springs, FL 33065, serving Coral Springs, Parkland, Margate, and Tamarac residents.
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