Horizons Foundation
»Directory of Professional Advisors for the LGBTQ Community
 

Directory of Professional Advisors for the LGBTQ Community

A key part of Horizons’ mission is to strengthen a culture of giving within the LGBTQ community. Our network directory, created for the LGBTQ community to connect with LGBTQ-supportive professional advisors, plays a critical role in supporting clients like you and help us create a world where all LGBTQ people can live freely and fully.

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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.

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Profiles:

Manuel R. Apolonio

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

Senior Financial Planner, Partner

Hanke & Co. Wealth Management

Categories: Planners & Fiduciaries

Areas of expertise: Holistic Financial Planning and Asset Management

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Lina Baroudi

Lina Baroudi

Immigration Attorney

Law Office of Lina Baroudi

Categories: Attorneys

Areas of expertise: Family-Based Immigration, Asylum, Removal/Deportation Defense, Citizenship/Naturalization, Violence Against Women Act (VAWA)

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Alma Soongi Beck

Alma Soongi Beck, JD, LLM Taxation

Counsel

Lathrop GPM LLP

Categories: Attorneys

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Shannon Blackmon

Portfolio Advisor

Thomas Doll

Categories: Planners & Fiduciaries

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

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Cheryl Bower

Realtor, CRS, ABR, GRI, SRES, ePro

Corcoran Global Living

Categories: Real Estate Agents

Areas of expertise: Representing sellers and buyers for residential sales in San Francisco and San Mateo County

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Steve Branton CFP®

Senior Vice President

Wealthspire Advisors

Categories: Planners & Fiduciaries

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

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Mary-Alice Cardenas

Reverse Mortgage Funding LLC

Reverse Mortgage Funding LLC

Categories: Planners & Fiduciaries

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

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Modern Family Finance

Jennifer Dazols, CFP®

Financial Planner

Modern Family Finance

Categories: Planners & Fiduciaries

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

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Emily Doskow

Emily Doskow

Attorney & Mediator

Law Office of Emily Doskow

Categories: Attorneys

Areas of expertise: Assisted Reproductive Technology Law; Adoption; LGBTQ++ Family Law; Divorce Consultation; Prenuptial Agreements

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Jim Frazin

Jim Frazin, CFP®, AIF®

Financial Planner and Principal

Communitas Financial Planning PBC

Categories: Planners & Fiduciaries

Areas of expertise: Financial planning and Socially Responsible Investing

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Michael Gregg, CFP®

Founder, Managing Partner

Wealth Vision Advisors®

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Milo F. Hanke, CFP

Principal

Hanke & Company Wealth Management LLC

Categories: Planners & Fiduciaries

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Iris Hecker

Iris Hecker

Owner

Hecker Fiduciary

Categories: Planners & Fiduciaries

Areas of expertise: Fiduciary

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Jonathan Horst, CFP®

CERTIFIED FINANCIAL PLANNER™

The Horst Group

Categories: Planners & Fiduciaries

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

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Deb Kinney

Deb L. Kinney, J.D.

Trusts and Estate Attorney

TrustParency PC

Categories: Attorneys

Areas of expertise: Trust Administration and Probate; End of Life Administration

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Brian Kozel

Brian Kozel, CFP®️

Senior Advisor, Partner

North Berkeley Wealth

Categories: Planners & Fiduciaries

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

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David Krimm

David R. Krimm, CFP®️

Vice President

Hargrave Fiduciary Advisors

Categories: Planners & Fiduciaries

Areas of expertise: Retirement planning

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Mark Lewis

Mark Lewis

Insurance Advisor

MassMutual Financial Group

Categories: Insurance Agents

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Lovewell Team

Louise Lovewell

Realtor

RE/MAX Accord

Categories: Real Estate Agents

Areas of expertise: Real Estate

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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

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Rick Mordesovich, CIMA, CWS

CEO + Founder

Sonoma Private Weatlh

Categories: Planners & Fiduciaries

Areas of expertise: Values based / life planning.

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Allan Moskowitz

Principal

Transformative Wealth Management, LLC

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

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Heba Nimr

Heba Nimr

Lawyer, Mediator, Collaborative Practitioner

Categories: Attorneys

Areas of expertise: Mediation, Estate Planning

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

Pon & Associates

Categories: Planners & Fiduciaries, Tax Preparers & CPAs

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

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Brian Pon, Financial Connections

Brian Pon, EA, CFP®

Financial Advisor, Partner

Financial Connections

Categories: Planners & Fiduciaries

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

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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

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Jaime Santos

Jaime Santos

Santos Walding LLP

Categories: Attorneys

Areas of expertise: Estate Planning, Trust Administration, Probate

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Linda Scaparotti

LAW OFFICES OF LINDA M. SCAPAROTTI

Categories: Attorneys

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Stephanie Searle

Stephanie Searle, CLTC

Educator/Planner

Long Term and Short Term Care

Categories: Planners & Fiduciaries, Insurance Agents

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Kim Smith, MBA, CRIA, LUTCF®, CLTC®

Financial Planner

One2OneFinancial

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.

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Charles Spiegel

Charles Spiegel

Attorney-Mediator

Charles Spiegel Law

Categories: Attorneys

Areas of expertise: Divorce Mediation, and Pre and Post Marital Planning and Agreements

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Scott Stanley

Scott Stanley, CFP®

Founder / Wealth Advisor

Pharos Wealth Management

Categories: Planners & Fiduciaries

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

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Henry Tanaka

Henry Tanaka

Vice President, Senior Trust Officer & Manager of Retirement Services

First American Trust

Categories: Planners & Fiduciaries

Areas of expertise: Trust officer

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Barry Taylor

Barry Taylor, CFP

Senior Wealth Manager and Managing Director

Sand Hill Global Advisors, LCC

Categories: Planners & Fiduciaries

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Ella Taylor, CFP®, ADPA®

Financial Planner and Coach

Ella Financial Advising

Categories: Planners & Fiduciaries

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

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John Wheeler

Fiduciary

SF Bay Area Fiduciary

Categories: Planners & Fiduciaries

Areas of expertise: Trustee, Powers of Attorney, Personal Representative, Money Manager/Bill Payer

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Ariel Winger

Ariel Winger

Attorney/Mediator

Winger Mediation & Family Law

Categories: Attorneys

Areas of expertise: Divorce Attorney/Mediator

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Jake Zalewski

Jake Zalewski

Chief Executive Officer/CCO

Brio Financial Group

Categories: Planners & Fiduciaries

Areas of expertise: Financial Services

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Listings:

Jeff Ahrens

Financial Advisor, Executive Director - Investments

Oppenheimer and Co. Inc.

Categories: Planners & Fiduciaries

Bill Ambrunn

Solo Practitioner

Law Offices of Bill Ambrunn

Categories: Planners & Fiduciaries

Elisabeth Andreason

First Vice President, Wealth Advisor The Andreason Group

Morgan Stanley Smith Barney

Categories: Planners & Fiduciaries

Michael Blacksburg

Attorney at Law

Blacksburg Law

Categories: Attorneys

Areas of expertise: Estate Planning

Greg Bogdan

Partner

Bogdan & Frasco, LLP

Categories: Tax Preparers & CPAs

Jano Bogg

Private Professional Trustee

Categories: Planners & Fiduciaries

Kate Campbell King

Chief Investment Officer, Partner

North Berkeley Investment Partners

Categories: Planners & Fiduciaries

Diane R. Cash

Attorney

Law Offices of Diane R. Cash

Categories: Attorneys

Areas of expertise: Estate Planning

Susanne B. Cohen

Of Counsel

Hahn & Hahn LLP

Categories: Attorneys

James B. Creighton

Attorney at Law & Owner

Creighton Law Offices

Categories: Attorneys

W. Edward Dean

W. Edward Dean, P.C.

Categories: Attorneys

John Dillinger

President

Dillinger, Carter & Associates, Inc.

Categories: Tax Preparers & CPAs

James N. Eimers

Attorney & Counselor at Law

Law Office of James N. Eimers

Categories: Attorneys

Lori Ellingson

Investment Advisor Representative

ING Financial Partners

Categories: Planners & Fiduciaries

Nancy B. Epstein

Financial Advisor

Protected Investors of America

Categories: Planners & Fiduciaries

Joseph Ferrucci

Partner

Rimon Law

Categories: Attorneys

Jason N. Glazier

Accredited Domestic Partnership Advisor

Wells Fargo Advisors, LLC

Categories: Planners & Fiduciaries

Roger S. Gross

Attorney at Law

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

Aubrey Hone

Partner

Hone Maxwell LLP

Categories: Attorneys

April Hopkins

Director of Individual and Planned Giving

Horizons Foundation

Categories: Planners & Fiduciaries

M. Jean Johnston

Attorney at Law

Johnston, Kinney, & Zulaica, LLP

Categories: Attorneys

Sandy Kasten

Attorney

Categories: Attorneys

Lawrence R. Kolka, CFP®

Financial Advisor

Edward Jones

Categories: Planners & Fiduciaries

Sabrina Lee

Financial Advisor

MassMutual Financial Group

Categories: Planners & Fiduciaries

Jason Lee

Financial Advisor

Pewitt-Lee Group at Morgan Stanley

Categories: Planners & Fiduciaries

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

David J. Neighbors

Partner

SingerLewak, LLP

Categories: Tax Preparers & CPAs

Daniel J. Neumann

Principal and Wealth Manager

Neumann Capital Management, LLC

Categories: Planners & Fiduciaries

John Osborn, CTFA

Senior Vice President, Senior Trust Officer

Bank of America Private Bank

Categories: Planners & Fiduciaries

Areas of expertise: Estates & Trusts; Nonprofits

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

Categories: Planners & Fiduciaries

Linda Scaparotti

Attorney

Law Offices of Linda M. Scaparotti

Categories: Attorneys

Daun Stallons

Managing Director; Senior Trust Officer

Bank of America

Categories: Planners & Fiduciaries

David Stickney

First Vice President – Wealth Management Advisor

Merrill Lynch Wealth Management

Categories: Planners & Fiduciaries

Paul W. Thorndal

Partner

List Jacobson-Kwok Thorndal, LLP

Categories: Attorneys

Catherine A. Tullner

Attorney at law

Law Office of Catherine A. Tullner

Categories: Planners & Fiduciaries

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

Carol W. Wu, JD, CLPF, NCG

Principal

Trustcare Fiduciary Services

Categories: Planners & Fiduciaries

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.

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Horizons Foundation
155 Sansome Street, Suite 650
San Francisco, CA 94104

Phone: (415) 398-2333
Fax: (415) 398-4733
Email: info [at] horizonsfoundation.org

Federal Tax ID: 94-2686530

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