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Myfinancialadvice Inc. | Online Advisor Central

Social media training & e-commerce platform for financial advisors to become effective, compliant and profitable delivering advice online.

Company Summary

Myfinancialadvice (MFA) has developed a scalable technology and services platform for financial advisors which helps them and their firms become effective and compliant with social media and, for the first time, enables them to legally serve and monetize the delivery of financial advice entirely online. MFA's products support advisors who provide advice to consumers directly as well as through the workplace.

Team

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    Ron Peremel
    CEO
    Unconfirmed

    24 years in financial services industry as a financial advisor, marketing & product development executive focused on developing Web-based financial tools for mainstream consumers and advisors. Dean Witter, Peremel & Co., Wall Street on Demand, SmartPoint, MatchLogic,
    [email protected], Carton Donofrio Interactive.

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    Kevin Condon, PhD, CFP
    EVP, Advisor Relations & CCO
    Unconfirmed

    Over 26 years as a highly accomplished financial advisor, entrepreneur and leader in the financial planning industry. Certified Financial Planner™ licensee since 1987. Founder and president of Baltimore-Washington Financial Advisors, Inc. (sold in 2002). Volunteer leadership positions at International Association of Financial Planners; Institute of Certified Financial Planners and the National Association of Personal Financial Advisors.

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    Jeremy Jaffe
    Acting President
    Unconfirmed

    Over 20 years in eBusiness, Marketing, Strategy and Operations working with major financial service institutions as well as early stage companies. Most recently led Fidelity Investment's User Experience Design teams focused on Fidelity.com, NetBenefits.com other consumer focused applications and websites. Prior to Fidelity, ran eBusiness for ING Global Asset Management, ING USA and Liberty Financial.

Advisors

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    Kendall, Koenig & Oelsner
    Lawyer
    Unconfirmed
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    Smith Srsich Spielman & Clark LLC
    Accountant
    Unconfirmed

Previous Investors

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    Tim Kochis, JD, CFP
    Unconfirmed
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    Elaine Bedel, CFP
    Unconfirmed
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    Susan MacMichael John, CFP
    Unconfirmed