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My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), CBC Financial

My Financial Coach > News > My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), CBC Financial

May 29, 2020, Scottsdale, AZ – My Financial Coach (MFC) welcomes its newest Subject Matter Expert (SME), CBC Financial. CBC Financial offers custom-tailored solutions designed to meet their clients’ retirement goals delivered with competence, independence, ongoing personalized service, and support.

My Financial Coach on-boards firms with subject matter expertise, meaning that they are leaders within their field. MFC conducts a thorough vetting process of all of our SME partners and looks forward to a strong working relationship that will provide unbiased, and best in class service to our clients so that they may achieve success in securing a sound financial future.


About CBC Financial

Peter Hibbard, Chairman of CBC Financial, founded his organization in 1978. With a background in financial services since 1971, Pete alongside the leadership team at CBC Financial shares a unique and storied history within the ever-changing retirement landscape.

As an experienced leader in the retirement plan services industry, CBC Financial is able to offer full service for all of your retirement plan needs. Including expertise in:

  • Fiduciary Protection
  • Plan Administration and Compliance
  • Record Keeping
  • Plan Design
  • Plan Benchmarking and Fee Analysis
  • Participant Education

Having serviced over 350 plans, and over 152,000 employees, CBC Financial clears a pathway for employers to better understand and serve the retirement plan needs of their constituents.

MFC welcomes CBC Financial as our latest SME partner and looks forward to better serving the unique retirement plan needs of businesses and their staff. Read more about CBC Financial on our SME Page.


About My Financial Coach

MFC provides financial-wellness programs to an organization’s key employees as an affordable employee benefit. Its CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet employees’ lifetime goals. MFC’s CFP® professionals develop an extensive plan for a client’s personal assets and workplace benefits to ensure maximum long-term results for the client and their families. Part of this process includes consulting with qualified SMEs to provide the best financial outcome for each client.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


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