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.

Planners & Fiduciaries

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

Shannon Blackmon

Portfolio Advisor

Thomas Doll

Categories: Planners & Fiduciaries

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

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

Mary-Alice Cardenas

Reverse Mortgage Funding LLC

Reverse Mortgage Funding LLC

Categories: Planners & Fiduciaries

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

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

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

Milo F. Hanke, CFP

Principal

Hanke & Company Wealth Management LLC

Iris Hecker

Iris Hecker

Owner

Hecker Fiduciary

Categories: Planners & Fiduciaries

Areas of expertise: Fiduciary

Jill Hollander

Jill D. Hollander, CFP®, ADPA, CRPC

Managing Partner

Financial Connections Group Inc.

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

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

Brian Kozel, CFP®️

Senior Advisor, Partner

North Berkeley Wealth

Categories: Planners & Fiduciaries

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

David Krimm

David R. Krimm, CFP®️

Vice President

Hargrave Fiduciary Advisors

Categories: Planners & Fiduciaries

Areas of expertise: Retirement 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

Rick Mordesovich, CIMA, CWS

CEO + Founder

Sonoma Private Weatlh

Categories: Planners & Fiduciaries

Areas of expertise: Values based / life planning.

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

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

Stephanie Searle

Stephanie Searle, CLTC

Specialist/Educator

A More Secure Future

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.

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

Henry Tanaka

Vice President, Trust Officer

The Northern Trust Company

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

Jake Zalewski

Jake Zalewski

Chief Executive Officer/CCO

Brio Financial Group

Categories: Planners & Fiduciaries

Areas of expertise: Financial Services

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

Jano Bogg

Private Professional Trustee

Kate Campbell King

Chief Investment Officer, Partner

North Berkeley Investment Partners

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

Jason N. Glazier

Accredited Domestic Partnership Advisor

Wells Fargo Advisors, LLC

April Hopkins

Director of Individual and Planned Giving

Horizons Foundation

Bruce Kikuyama

ROK Advisory Group Merrill Lynch Wealth Management

Lawrence R. Kolka, CFP®

Financial Advisor

Edward Jones

Sabrina Lee

Financial Advisor

MassMutual Financial Group

Jason Lee

Financial Advisor

Pewitt-Lee Group at Morgan Stanley

Daniel J. Neumann

Principal and Wealth Manager

Neumann Capital Management, LLC

John Osborn, CTFA

Senior Vice President, Senior Trust Officer

Bank of America Private Bank

Categories: Planners & Fiduciaries

Areas of expertise: Estates & Trusts; Nonprofits

Gary E. Roof

Roof, Eidam & Maycock, LLC

Daun Stallons

Managing Director; Senior Trust Officer

Bank of America

David Stickney

First Vice President – 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

Principal

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.