Directory of Professional Advisors for the LGBTQ Community

Planners & Fiduciaries


Steve Branton CFP®


Private Ocean

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

Milo F. Hanke, CFP


Hanke & Company Wealth Management LLC

Pan Haskins


Pan Haskins, CPA, MS (taxation)

Iris Hecker


Hecker Fiduciary

Jonathan Horst, CFP®


Perigon Wealth Management, LLC

Categories: Planners & Fiduciaries

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

Sean Livingston

Executive Director

J.P. Morgan Private Bank

Categories: Planners & Fiduciaries

Areas of expertise: Retirement and Investment Planning. Estate Planning. Employee Stock Options. Charitable Giving. Lending and Mortgages.

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

Principal | Wealth Manager

Robasciotti and Philipson

Categories: Planners & Fiduciaries

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

Lawrence Pon


Pon & Associates

Rachel J. Robasciotti

Founding Partner

Robasciotti and Philipson

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


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

Jano Bogg

Private Professional Trustee

Kate Campbell King

Chief Investment Officer, Partner

North Berkeley Investment Partners

Danielle M. Daley

Certified Financial Planner

Solutions Wealth Management, LLC

Richard T. Davis-Lowell

Senior Wealth Director

BNY Mellon Wealth Management

Lori Ellingson

Investment Advisor Representative

ING Financial Partners

Nancy B. Epstein

Financial Advisor

Protected Investors of America

Jim Frazin

Financial Planner and Principal

Communitas Financial Planning Inc.

Jason N. Glazier

Accredited Domestic Partnership Advisor

Wells Fargo Advisors, LLC

Cari Hays

Owner, President

Trustee Help

Categories: Planners & Fiduciaries

Areas of expertise: Trustee services

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

Bruce Kikuyama

ROK Advisory Group Merrill Lynch Wealth Management

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

Kelly S. Lawson

The Presidio Group

Sabrina Lee

Financial Advisor

MassMutual Financial Group

Jason Lee

Financial Advisor

Merrill Lynch

Cynthia Leitman


Cynthia L. Leitman, CFP

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

Daniel J. Neumann

Principal and Wealth Manager

Neumann Capital Management, LLC

John Osborn, CTFA

Vice President & Regional Trust Manager

Mechanics Bank

Scott Phipps

California Licensed Professional Fiduciary #11

Phisco Fiduciary

Gary E. Roof

Roof, Eidam & Maycock, LLC

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

Catherine A. Tullner

Attorney at law

Law Office of Catherine A. Tullner

Carol W. Wu, JD, CLPF, NCG


Trustcare Fiduciary Services

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.