"Your Personal Chief Financial Officer"
We view our clients as the CEO, and we serve as our clients' Personal Chief Financial Officer helping our clients manage and coordinate their financial affairs.
Jean Jacques Borno, CFP®, CIMA® – CEO and Founder
Jean Jacques Borno, CFP® founded Private Wealth CFOs with the goal of specializing and transforming the delivery of wealth management services to business owners and other highly compensated professionals by combining high-touch care with seasoned advice.
Jean is a business owner himself. He began his financial career with American Express Financial Advisors in South Florida. Relocating to Washington, DC in 2002, he joined Merrill Lynch, where he focused on meeting the financial needs of physicians, law firm partners, executives and business owners. In 2008, he became branch manager and a private wealth advisor affiliated with LPL Financial, where he served wealthy individuals and families.
In 2010, he founded Private Wealth CFOs, to offer Personal CFO levels of care to business owners and other professionals seeking to grow, protect, and preserve wealth.
Jean is enrolled in the MBA for Executives at the University of Virginia Darden School of Business, and he is scheduled to graduate in May 2017. Jean has a Bachelors of Science in Business Administration from Florida International University in Miami, Florida.
In 2015, Jean was named as a Washington, D.C., Five Star Wealth Advisor, among a select group that will be featured in the October 25, 2015, issue of The Washington Post Magazine.
When Jean is not working, he spends time with family and friends, and enjoys cheering on his hometown’s University of Miami Hurricane football and Miami Heat basketball teams.
What to Expect
What is it like to be a Private Wealth CFOs' client? Learn more about our process for bringing you on board and getting your assets in order.
Private Wealth CFOs was built from the ground up in the Washington DC Metro. We are businesses owners ourselves, so we understand the unique needs of business owners and professionals. At Private Wealth CFOs, our mission is to help our clients live better lives. We believe, together, with proper planning, we can do great things!
Our distinctive, evidence-based investment approach is the core of our strategy and the cornerstone of our service to you.
Our Tools for Success:
For years large institutions, family offices, and wealthy investors have achieved superior investment returns compared to the average investor. There was a time when these tools were only available to Fortune 500, large institutions, and very ultra wealthy.
Rather than chasing hot investments ideas, we take a long-term approach to managing our clients total portfolio. At a Private Wealth CFOs, we have discovered four tools that help our clients make investing more businesslike. These tools serve a financial blueprint with checks and balances.
The Four Tools:
- The Financial Plan
- The Investment Policy Statement (IPS)
- The Asset Allocation Plan
- The Investment and Financial Review