Directory of Professional Advisors for the LGBTQ Community

Manuel R. Apolonio, CFP®, MSFP, CPCC, ACC

Senior Financial Planner, Partner

Hanke & Co. Wealth Management

• 

  415-781-6300 ext. 102

• [email protected]
• https://www.hankewealth.com
• 

  100 Bush Street, Suite 1675
  San Francisco, CA 94104

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Holistic Financial Planning and Asset Management

Shannon Blackmon

Portfolio Advisor

Thomas Doll

• 

  925-280-5724

• [email protected]
• https://thomasdoll.com/
• 

  165 Lennon Lane, Suite #200
  Walnut Creek, CA 94598

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Comprehensive Wealth Management, Financial Life Planning, Socially Responsible Investing

Steve Branton CFP®

Senior Vice President

Wealthspire Advisors

• 

  415-526-2900

• [email protected]
• https://www.wealthspire.com/
• 

  1 California Street Suite 200
  San Francisco, CA 94111

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: LGBT families/Individuals, Single and divorced clients, marriage and domestic partnership

Mary-Alice Cardenas

Reverse Mortgage Funding LLC

Reverse Mortgage Funding LLC

• 

  415-233-1007

• 

  973-798-7296

• [email protected]
• https://www.reversewithmary-alice.com
• 

  One Harbor Drive, Suite 300
  Sausalito, CA 94965

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Reverse Mortgages, Public Health, Senior Care

Jennifer Dazols, CFP®

Financial Planner

Modern Family Finance

• 

  415-295-6206

• [email protected]
• https://modernfamilyfinance.com
• 

  1999 Harrison St, Suite 1800
  Oakland, CA 94612

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Comprehensive Financial Planning, Equity Compensation Planning, Investment Management, Early Retirement, Mid-Career Professionals

Jim Frazin, CFP®, AIF®

Financial Planner and Principal

Communitas Financial Planning PBC

• 

  415-337-4566

• [email protected]
• http://www.communitasfinancial.com
• 

  764 W. MacArthur Blvd.
  Oakland, CA 94609

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Financial planning and Socially Responsible Investing

Milo F. Hanke, CFP

Principal

Hanke & Company Wealth Management LLC

• 

  415-781-6300

• 

  415-781-6301

• [email protected]
• www.hankewealth.com
• 

  100 Bush Street, Suite 1675
  San Francisco, CA 94104-3943

  directions »

Categories: Planners & Fiduciaries

Iris Hecker

Owner

Hecker Fiduciary

• 

  510-691-4403

• 

  650-230-7172

• [email protected]
• https://www.heckerfiduciary.com
• 

  PO Box 3706
  Redwood City, CA 94064

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Fiduciary

Jill D. Hollander, CFP®, ADPA, CRPC

Managing Partner

Financial Connections Group Inc.

• 

  415-924-1091

• [email protected]
• http://www.FinancialConnections.com
• 

  21 Tamal Vista BLVD. # 105
  Corte Madera, CA 94901-3433

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Financial planning for traditional and non-traditional couples, and singles. Investing including Impact Investing (ESG).

Jonathan Horst, CFP®

CERTIFIED FINANCIAL PLANNER™

The Horst Group

• 

  415-318-7969

• [email protected]
• https://www.horstfp.com/
• 

  700 N Colorado Blvd #161
  Denver, CO 80207

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Categories: Planners & Fiduciaries

Areas of expertise: Life-Altering Events, Equity Compensation and Stock Options, Tax Planning/Optimization, Sustainability-Focused Investing, Legacy & Charitable Planning

Brian Kozel, CFP®️

Senior Advisor, Partner

North Berkeley Wealth

• 

  510-528-5820

• [email protected]
• 

  900 Colusa Ave
  Berkeley, CA 94707

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Categories: Planners & Fiduciaries

Areas of expertise: Impact Investing, Financial Planning, Career Transition Planning, Retirement Planning

David R. Krimm, CFP®️

Vice President

Hargrave Fiduciary Advisors

• [email protected]
• http://www.hargravefiduciaryadvisors.com
• 

  919 Noe Street
  San Francisco, CA 94114

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Retirement planning

Brandon Miller

Private Wealth Advisor, CFP®, CLU®, MS, ADPA®, ChFC®

Brio Financial Group

• 

  833-623-2450

• [email protected]
• https://www.briofg.com
• 

  333 Bush St, Ste 1400
  San Francisco, CA 94104

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Charitable Giving, Employee Stock Options, Retirement Planning Strategies, Domestic Partner Planning, Estate Planning Strategies

Rick Mordesovich, CIMA, CWS

CEO + Founder

Sonoma Private Weatlh

• 

  415-806-0073

• [email protected]
• http://www.sonomaprivatewealth.com
• 

  268 Bush Street
  San Francisco, CA 94104

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Values based / life planning.

Allan Moskowitz

Principal

Transformative Wealth Management, LLC

• 

  510.524.5500

• [email protected]
• https://www.transformativewealthmgt.com/
• 

  6317 Fairmount Ave
  El Cerrito, CA 94530

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: SRI-Sustainable, Responsible and Impact Investing, ESG investing, financial, tax, & estate planning, life planning, and values-based planning, philanthropy and investments

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP

Pon & Associates

• 

  650-264-8138

• [email protected]
• 

  274 Redwood Shores Parkway, #608
  Redwood City, CA 94065

  directions »

Categories: Planners & Fiduciaries, Tax Preparers & CPAs

Areas of expertise: Tax Planning, Estate Planning, Real Estate Planning, Charitable Planning

Stephanie Searle, CLTC

Specialist/Educator

A More Secure Future

• 

  (650) 346-3449

• [email protected]
• https://www.amoresecurefuture.com/

Categories: Planners & Fiduciaries, Insurance Agents

Kim Smith, MBA, CRIA, LUTCF®, CLTC®

Financial Planner

One2OneFinancial

• 

  925.979.2365

• 

  (925) 944-5742

• [email protected]
• http://www.financialguide.com/Kim-Smith/default.aspx
• 

  1676 N. California Blvd., Ste 430
  Walnut Creek, CA 94596

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: We provide a Holistic and Collaborative approach to Financial Planning, working with clients of all financial backgrounds to bring peace of mind and financial wellness to the families and businesses in our communities.

Scott Stanley, CFP®

Founder / Wealth Advisor

Pharos Wealth Management

• 

  (415) 209-5916

• [email protected]
• https://www.pharoswealth.com/
• 

  352 Ignacio Blvd.
  Novato, CA 94949

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: Wealth Management, Financial Planning, Investment Management, Future Planning

Henry Tanaka

Vice President, Trust Officer

The Northern Trust Company

• 

  (415) 765-4423

• [email protected]
• https://www.northerntrust.com/
• 

  580 California Street, Suite 1800
  San Francisco, CA 94104

  directions »

Categories: Planners & Fiduciaries

Barry Taylor, CFP

Senior Wealth Manager and Managing Director

Sand Hill Global Advisors, LCC

• 

  415.291.9999

• [email protected]
• http://www.shadv.com
• 

  One Embarcadero Center, Suite 1140
  San Francisco, CA 94111

  directions »

Categories: Planners & Fiduciaries

Ella Taylor, CFP®, ADPA®

Financial Planner and Coach

Ella Financial Advising

• 

  (510)324-9487

• [email protected]
• http://www.ellafinancialadvising.com
• 

  1941 Jackson St., Suite 18
  Oakland, CA 94612

  directions »

Categories: Planners & Fiduciaries

Areas of expertise: CFP®, ADPA®, Investments, Comprehensive Financial Planning