Directory of Professional Advisors for the LGBTQ Community

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.

All Professional Advisors

Profiles:

Manuel R. Apolonio

Senior Financial Planner, Partner

Hanke & Co. Wealth Management

Alma Soongi Beck, JD, LLM Taxation

Partner

Lakin Spears, LLP

Categories: Attorneys

Shannon Blackmon

Portfolio Advisor

Thomas Doll

Categories: Planners & Fiduciaries

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

Steve Branton CFP®

Advisor

Private Ocean

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

Categories: Planners & Fiduciaries

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

Michael Gregg, CFP®

Founder, Managing Partner

Wealth Vision Advisors®

Milo F. Hanke, CFP

Principal

Hanke & Company Wealth Management LLC

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

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

Maya Philipson

Co-Founder & COO

Adasina Social Capital

Categories: Planners & Fiduciaries

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

Lawrence Pon

CPA/PFS, CFP

Pon & Associates

Rachel J. Robasciotti

Founder and CEO

Adasina Social Capital

Daniel Rose

Attorney/Founder

Law Office of Daniel H. Rose

Categories: Attorneys

Areas of expertise: Representing Persons Injured in Bicycle Accidents, Motorcycle Accidents, Car Accidents, Pedestrian Accidents

Jack Ryder

Realtor®

COMPASS

Categories: Real Estate Agents

Areas of expertise: Residential, Luxury, SingleFamily, Condos, TIC, Co-op

Linda Scaparotti

LAW OFFICES OF LINDA M. SCAPAROTTI

Categories: Attorneys

Barry Taylor

Barry Taylor, CFP

Senior Wealth Manager and Managing Director

Sand Hill Global Advisors, LCC

Ella Taylor, CFP®, ADPA®

Financial Planner and Coach

Ella Financial Advising

Categories: Planners & Fiduciaries

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

Listings:

Jeff Ahrens

Financial Advisor, Executive 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

Lina Baroudi

Immigration Attorney

Law Office of Lina Baroudi

Categories: Attorneys

Michael Blacksburg

Attorney at Law

Blacksburg Law

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

Corcoran Global Living

Categories: Real Estate Agents

Kate Campbell King

Chief Investment Officer, Partner

North Berkeley Investment Partners

Diane R. Cash

Attorney

Law Offices of Diane R. Cash

Categories: Attorneys

Susanne B. Cohen

Of Counsel

Hahn & Hahn LLP

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

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

Partner

Rimon Law

Categories: Attorneys

Jim Frazin

Financial Planner and Principal

Communitas Financial Planning Inc.

Jason N. Glazier

Accredited Domestic Partnership Advisor

Wells Fargo Advisors, LLC

Roger S. Gross

Attorney at Law

Categories: Attorneys

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.

Aubrey Hone

Partner

Hone Maxwell LLP

Categories: Attorneys

April Hopkins

Director of Individual and Planned Giving

Horizons Foundation

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

Of Counsel

Johnston, Kinney & Zulaica LLP

Categories: Attorneys

Lawrence R. Kolka

Financial Advisor

Edward Jones

Brian Kozel

Partner, Lead Advisor

North Berkeley Investment Partners

David R. Krimm, CFP®️

Vice President and Advisor

Hargrave Fiduciary Advisors

Sabrina Lee

Financial Advisor

MassMutual Financial Group

Jason Lee

Financial Advisor

Pewitt-Lee Group at Morgan Stanley

Richard Lee

Attorney

Richard J. Lee Law Group, PC

Categories: Attorneys

Nanette Lee Miller

West Coast Director of Assurance

Marcum LLP

Chris Merchant, CFP®

Financial Advisor | Owner

Hunt Country Wealth Management

Dylan Miles

Attorney, Mediator, and Collaborative Practitioner

Miles Family Law and Mediation

Categories: Attorneys

Rick Mordesovich

CEO & Founder

Sonoma Private Weatlh

Categories: Planners & Fiduciaries

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

Allan Moskowitz

Certified Financial Planner, licensee, and Accredited Investment Fiduciary

Transformative Wealth Management, LLC

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

Senior Vice President & Director of Trust Services

Mechanics Bank Wealth Management

Virginia Palmer

Partner

Wendel Rosen LLP

Categories: Attorneys

Brenda W. Perry

Perry & Company

Categories: Tax Preparers & CPAs

Ora S. Prochovnick

Attorney at Law

Law Offices of Ora S. Prochovnick

Categories: Attorneys

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:

Kim Smith

Financial Advisor

Mass Mutual

Charles Spiegel

Attorney-Mediator

Charles Spiegel Law

Categories: Attorneys

Daun Stallons

Managing Director; Senior Trust Officer

Bank of America

Scott Stanley

Founder / Wealth Advisor

Pharos Wealth Management

David Stickney

First Vice President – Wealth Management Advisor

Merrill Lynch Wealth Management

Paul W. Thorndal

Partner

List Jacobson-Kwok Thorndal, LLP

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

Leland, Parachini, Steinberg, Matzger & Melnick, LLP

Categories: Attorneys

Ariel Winger

Attorney/Mediator

Winger Mediation & Family Law

Categories: Attorneys

Carol W. Wu, JD, CLPF, NCG

Principal

Trustcare Fiduciary Services

Jeremy Yost

Apercen Partners, LLC

Categories: Tax Preparers & CPAs


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.