Directory of Professional Advisors for the LGBTQ Community

All Professional Advisors

Profiles:

Alma Soongi Beck, JD, LLM Taxation

Partner

Lakin Spears, LLP

Categories: Attorneys

Shannon Blackmon

Categories:

Steve Branton CFP®

Senior Financial Planner

Mosaic Financial Partners, Inc.

Categories: Planners & Fiduciaries

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

Manuel R. Burkhardt-Apolonio

Associate Financial Planner

Hanke & Co. Wealth Management

Mary-Alice Cardenas

Reverse Mortgage Funding LLC

Reverse Mortgage Funding LLC

Categories: Planners & Fiduciaries

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

Michael Gregg, CFP®

Wealth Planner

LPL Financial LLC

Categories:

Milo F. Hanke, CFP

Principal

Hanke & Company Wealth Management LLC

Pan Haskins

Owner

Pan Haskins, CPA, MS (taxation)

Iris Hecker

Owner

Hecker Fiduciary

Jonathan Horst, CFP®

CERTIFIED FINANCIAL PLANNER™

Perigon Wealth Management, LLC

Categories: Planners & Fiduciaries

Areas of expertise: Family Office Services; Stock Options; Executive Comp; Project-Based & Hourly Planning

Stephanie Lee

East Rock Financial Services, LLC

Categories:

Brandon Miller

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

Brio Financial Group

Categories: Planners & Fiduciaries

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

Rick Mordesovich

Managing Director

BakerAvenue Asset Management

PAC Badge

Categories: Planners & Fiduciaries

Areas of expertise: Tactical Wealth Management, Financial Planning, Social Responsible Investing (ESG), Concentrated Stock Advisory

Maya Philipson

Principal | Wealth Manager

Robasciotti and Philipson

Categories: Planners & Fiduciaries

Areas of expertise: Wealth Management, Comprehensive Financial Planning, Equity Compensation, Investments

Lawrence Pon

CPA/PFS, CFP

Pon & Associates

Rachel J. Robasciotti

Founding Partner

Robasciotti and Philipson

Linda Scaparotti

LAW OFFICES OF LINDA M. SCAPAROTTI

Categories: Attorneys

Barry Taylor

Principal

Integral Financial Solutions, LLC

Ella Taylor, CFP®, ADPA®

Wealth Manager

Robasciotti and Philipson

Categories: Planners & Fiduciaries

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

Listings:

Jeff Ahrens

Financial Advisor Senior Director - Investments

Oppenheimer and Co. Inc.

Bill Ambrunn

Solo Practitioner

Law Offices of Bill Ambrunn

Elisabeth Andreason

First Vice President, Wealth Advisor The Andreason Group

Morgan Stanley Smith Barney

Michael Blacksburg

Attorney at Law

Law Offices of Michael Blacksburg

Categories: Attorneys

Greg Bogdan

Partner

Bogdan & Frasco, LLP

Categories: Tax Preparers & CPAs

Jano Bogg

Private Professional Trustee

Cheryl Bower

Realtor, CRS, ABR, GRI, SRES, ePro

Zephyr Real Estate

Categories: Real Estate Agents

Jane Brindle Miller

Attorney at Law

Categories: Attorneys

Elizabeth Callaway

Private Fiduciary

Elizabeth Callaway Trust Services

Diane R. Cash

Attorney

Law Offices of Diane R. Cash

Categories: Attorneys

Susanne B. Cohen

Law Offices of Susanne B. Cohen

Categories: Attorneys

Mary Anne Courtney

Courtney's Insurance & Tax Services

Categories: Tax Preparers & CPAs

James B. Creighton

Attorney at Law & Owner

Creighton Law Offices

Categories: Attorneys

Danielle M. Daley

Certified Financial Planner

Solutions Wealth Management, LLC

Richard T. Davis-Lowell

Senior Wealth Director

BNY Mellon Wealth Management

W. Edward Dean

W. Edward Dean, P.C.

Categories: Attorneys

John Dillinger

President

Dillinger, Carter & Associates, Inc.

Categories: Tax Preparers & CPAs

Emily Doskow

Attorney at Law

Law Office of Emily Doskow

Categories: Attorneys

James N. Eimers

Attorney & Counselor at Law

Law Office of James N. Eimers

Categories: Attorneys

Lori Ellingson

Investment Advisor Representative

ING Financial Partners

Nancy B. Epstein

Financial Advisor

Protected Investors of America

Joseph Ferrucci

Attorney

Joseph Ferrucci, Attorney at Law P.C.

Categories: Attorneys

James A. Frazin

Partner

Communitas Financial Planning

Jim Frazin

Financial Planner and Principal

Communitas Financial Planning Inc.

David R. Gellman

Managing Partner

Goldstein, Gellman, Melbostad, Harris & McSparran, LLP

Categories: Attorneys

Jason N. Glazier

Accredited Domestic Partnership Advisor

Wells Fargo Advisors, LLC

Roger S. Gross

Attorney at Law

Categories: Attorneys

Pan Haskins

Categories: Tax Preparers & CPAs

Cari Hays

Owner, President

Trustee Help

Categories: Planners & Fiduciaries

Areas of expertise: Trustee services

Frederick Hertz

Attorney/Mediator

Law & Mediation Office of Frederick Hertz

Categories: Attorneys

Eva Herzer

Mediator and Attorney at Law

Mediation Law Offices of Eva Herzer

Categories: Attorneys

Kris Hill

Director

Deloitte Tax LLP

Categories: Tax Preparers & CPAs

Jill D. Hollander

Financial Advisor

Financial Connections Group Inc.

April Hopkins

Director of Individual and Planned Giving

Horizons Foundation

Linda Jacobs

Accredited Investment Fiduciary

Linda Jacobs Financial Services

M. Jean Johnston

Attorney at Law

Johnston, Kinney, & Zulaica, LLP

Categories: Attorneys

Sandy Kasten

Attorney

Categories: Attorneys

Bruce Kikuyama

ROK Advisory Group Merrill Lynch Wealth Management

Deb L. Kinney

Partner

Johnston, Kinney & Zulaica LLP

Categories: Attorneys

Lawrence R. Kolka

Financial Advisor

Edward Jones

Kelly S. Lawson

The Presidio Group

Sabrina Lee

Financial Advisor

MassMutual Financial Group

Jason Lee

Financial Advisor

Merrill Lynch

Richard Lee

Attorney

Blyth Lee & Assoc

Categories: Attorneys

Nanette Lee Miller

West Coast Director of Assurance

Marcum LLP

Categories:

Cynthia Leitman

Owner

Cynthia L. Leitman, CFP

Dylan Miles

Attorney, Mediator, and Collaborative Practitioner

Miles Family Law and Mediation

Categories: Attorneys

Allan Moskowitz

CFP (Certified Financial Planner) and AIF (Accredited Investment Fiduciary)

Affirmative Wealth Advisors

Categories: Tax Preparers & CPAs

David J. Neighbors

Partner

SingerLewak, LLP

Categories: Tax Preparers & CPAs

Daniel J. Neumann

Principal and Wealth Manager

Neumann Capital Management, LLC

Heba Nimr

Lawyer, Mediator, Collaborative Practitioner

Categories: Attorneys

John Osborn, CTFA

Vice President & Regional Trust Manager

Mechanics Bank

Virginia Palmer

Partner

Wendel Rosen Black & Dean

Categories: Attorneys

Brenda W. Perry

Perry & Company

Categories: Tax Preparers & CPAs

Peter Philipp

Financial Advisor

Cambridge Investment Research

Scott Phipps

California Licensed Professional Fiduciary #11

Phisco Fiduciary

Ora S. Prochovnick

Attorney at Law

Law Offices of Ora S. Prochovnick

Categories: Attorneys

Sue Reinhold

Principal

North Berkeley Investment Partners

Gary E. Roof

Roof, Eidam & Maycock, LLC

Linda Scaparotti

Attorney

Law Offices of Linda M. Scaparotti

Categories: Attorneys

Mark A. Senick

Attorney at Law

Categories: Attorneys

Mark Senick

Attorney

Law Offices of Mark A. Senick

Categories:

Linda Shear

Linda Shear, MBA, Certified Public Accountant

Categories: Tax Preparers & CPAs

Maryann R. Simpson

First Vice President - Financial Consultant SRI Wealth Management Group

RBC Wealth Management Inc.

Categories:

Kim Smith

Financial Advisor

Mass Mutual

Categories: Insurance Agents

Charles Spiegel

Attorney-Mediator

Charles Spiegel Law

Categories: Attorneys

Daun Stallons

Senior Trust Officer, Vice President

U.S. Trust

Scott Stanley

Founder / Wealth Advisor

Pharos Wealth Management

David B. Stickney

Vice President - Financial Advisor

Merrill Lynch

David Stickney, CFP®, CRPC®

Wealth Management Advisor

Merrill Lynch Wealth Management

Paul W. Thorndal

Partner

Wald & Thorndal, PC

Categories: Attorneys

Catherine A. Tullner

Attorney at law

Law Office of Catherine A. Tullner

Susan von Herrmann

Partner

Perkins Coie LLP

Categories: Attorneys

Timothy C. Vu

Owner

T & D Tax Service

Categories: Tax Preparers & CPAs

Deborah H. Wald

Founder and Senior Partner

Wald & Thorndal, PC

Categories: Attorneys

M. Brooke Wilson

Attorney

Wendel, Rosen, Black & Dean LLP

Categories: Attorneys

Ariel Winger

Attorney/Mediator

Mediation & Collaborative Practice of Ariel Winger

Categories: Attorneys

Jeremy Yost

Apercen Partners, LLC

Categories: Attorneys


Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.