Directory of Professional Advisors for the LGBTQ Community

Profiles:

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

Senior Financial Planner, Partner

Hanke & Co. Wealth Management

415-781-6300 ext. 102
[email protected]
https://www.hankewealth.com
177 Post St, Suite 800
San Francisco, CA 94108
directions »

Categories: Planners & Fiduciaries

Areas of expertise: Holistic Financial Planning and Asset Management

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Shannon Blackmon

Portfolio Advisor

Thomas Doll

925-280-5724
[email protected]
https://thomasdoll.com/
165 Lennon Lane, Suite #200
Walnut Creek, CA 94598
directions »

Categories: Planners & Fiduciaries

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

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Steve Branton CFP®

Senior Vice President

Wealthspire Advisors

415-526-2900
[email protected]
https://www.wealthspire.com/
1 California Street Suite 200
San Francisco, CA 94111
directions »

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

415-233-1007
973-798-7296
[email protected]
https://www.reversewithmary-alice.com
One Harbor Drive, Suite 300
Sausalito, CA 94965
directions »

Categories: Planners & Fiduciaries

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

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Jennifer Dazols, CFP®

Financial Planner

Modern Family Finance

415-295-6206
[email protected]
https://modernfamilyfinance.com
1999 Harrison St, Suite 1800
Oakland, CA 94612
directions »

Categories: Planners & Fiduciaries

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

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Jim Frazin, CFP®, AIF®

Financial Planner and Principal

Communitas Financial Planning PBC

415-337-4566
[email protected]
http://www.communitasfinancial.com
764 W. MacArthur Blvd.
Oakland, CA 94609
directions »

Categories: Planners & Fiduciaries

Areas of expertise: Financial planning and Socially Responsible Investing

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Milo F. Hanke, CFP

Principal

Hanke & Company Wealth Management LLC

415-781-6300
415-781-6301
[email protected]
https://www.hankewealth.com
177 Post St, Suite 800
San Francisco, CA 94108
directions »

Categories: Planners & Fiduciaries

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Iris Hecker

Owner

Hecker Fiduciary

510-691-4403
650-230-7172
[email protected]
https://www.heckerfiduciary.com
PO Box 3706
Redwood City, CA 94064
directions »

Categories: Planners & Fiduciaries

Areas of expertise: Fiduciary

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Jonathan Horst, CFP®

CERTIFIED FINANCIAL PLANNER™

The Horst Group

415-318-7969
[email protected]
https://www.horstfp.com/
700 N Colorado Blvd #161
Denver, CO 80207
directions »

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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Brian Kozel, CFP®️

Senior Advisor, Partner

North Berkeley Wealth

510-528-5820
[email protected]
900 Colusa Ave
Berkeley, CA 94707
directions »

Categories: Planners & Fiduciaries

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

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David R. Krimm, CFP®️

Vice President

Hargrave Fiduciary Advisors

[email protected]
http://www.hargravefiduciaryadvisors.com
919 Noe Street
San Francisco, CA 94114
directions »

Categories: Planners & Fiduciaries

Areas of expertise: Retirement planning

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Brandon Miller

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

Brio Financial Group

833-623-2450
[email protected]
https://www.briofg.com
19 Sutter Street
San Francisco, CA 94104
directions »

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

415-806-0073
[email protected]
http://www.sonomaprivatewealth.com
268 Bush Street
San Francisco, CA 94104
directions »

Categories: Planners & Fiduciaries

Areas of expertise: Values based / life planning.

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Allan Moskowitz

Principal

Transformative Wealth Management, LLC

510.524.5500
[email protected]
https://www.transformativewealthmgt.com/
6317 Fairmount Ave
El Cerrito, CA 94530
directions »

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

Pon & Associates

650-264-8138
[email protected]
274 Redwood Shores Parkway, #608
Redwood City, CA 94065
directions »

Categories: Planners & Fiduciaries, Tax Preparers & CPAs

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

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Brian Pon, EA, CFP®

Financial Advisor, Partner

Financial Connections

(415) 924-1091
[email protected]
https://financialconnections.com/
1100 Larkspur Landing Cir #355
Larkspur, CA 94939
directions »

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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Stephanie Searle, CLTC

Educator/Planner

Long Term and Short Term Care

(650) 346-3449
[email protected]
https://advisors.ltcr.com/stephanie-searle

Categories: Planners & Fiduciaries, Insurance Agents

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Kim Smith, MBA, CRIA, LUTCF®, CLTC®

Financial Planner

One2OneFinancial

925.979.2365
(925) 944-5742
[email protected]
http://www.financialguide.com/Kim-Smith/default.aspx
1676 N. California Blvd., Ste 430
Walnut Creek, CA 94596
directions »

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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Scott Stanley, CFP®

Founder / Wealth Advisor

Pharos Wealth Management

(415) 209-5916
[email protected]
https://www.pharoswealth.com/
352 Ignacio Blvd.
Novato, CA 94949
directions »

Categories: Planners & Fiduciaries

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

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Henry Tanaka

Vice President, Senior Trust Officer & Manager of Retirement Services

First American Trust

(858) 410-5757
[email protected]
https://www.firstamtrust.com
9255 Towne Centre Drive, Suite 200
San Diego, CA 92121
directions »

Categories: Planners & Fiduciaries

Areas of expertise: Trust officer

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Barry Taylor, CFP

Senior Wealth Manager and Managing Director

Sand Hill Global Advisors, LCC

415.291.9999
[email protected]
http://www.shadv.com
One Embarcadero Center, Suite 1140
San Francisco, CA 94111
directions »

Categories: Planners & Fiduciaries

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Ella Taylor, CFP®, ADPA®

Financial Planner and Coach

Ella Financial Advising

(510)324-9487
[email protected]
http://www.ellafinancialadvising.com
1941 Jackson St., Suite 18
Oakland, CA 94612
directions »

Categories: Planners & Fiduciaries

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

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John Wheeler

Fiduciary

SF Bay Area Fiduciary

(408) 396-3749
[email protected]
https://SFBayAreaFiduciary.com
6114 La Salle #625
Oakland, CA 94611
directions »

Categories: Planners & Fiduciaries

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

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Jake Zalewski

Chief Executive Officer/CCO

Brio Financial Group

415-623-2450
415-392-0967
[email protected]
https://www.briofg.com/
19 Sutter Street
San Francisco, CA 94104
directions »

Categories: Planners & Fiduciaries

Areas of expertise: Financial Services

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Listings:

Jeff Ahrens

Financial Advisor, Executive Director - Investments

Oppenheimer and Co. Inc.

415-438-3076
[email protected]
https://www.oppenheimer.com/advisor/ca/san-francisco/san-francisco-branch/jeff-ahrens.aspx
580 California Street, 23rd Floor
San Francisco, CA 94104
directions »

Categories: Planners & Fiduciaries

Bill Ambrunn

Solo Practitioner

Law Offices of Bill Ambrunn

415.724.0498
415.252.9045
[email protected]
http://www.ambrunnlaw.com
1906 Market Street, Suite 938
San Francisco, Ca 94102
directions »

Categories: Planners & Fiduciaries

Elisabeth Andreason

First Vice President, Wealth AdvisorThe Andreason Group

Morgan Stanley Smith Barney

925.930.3809
925.930.3888
[email protected]
http://mssb.com
1333 N. California Blvd, Suite 133
Walnut Creek, CA 94596
directions »

Categories: Planners & Fiduciaries

Jano Bogg

Private Professional Trustee

510.295.5321
510.336.8268
[email protected]
1442 A Walnut Street #280
Berkeley, CA 94709
directions »

Categories: Planners & Fiduciaries

Kate Campbell King

Chief Investment Officer, Partner

North Berkeley Investment Partners

(510) 528-5820
[email protected]

Categories: Planners & Fiduciaries

Lori Ellingson

Investment Advisor Representative

ING Financial Partners

408.318.1943
[email protected]
http://www.loriellingson.com
1730 San Tomas Aquino Rd
San Jose, CA 95130
directions »

Categories: Planners & Fiduciaries

Nancy B. Epstein

Financial Advisor

Protected Investors of America

415.869.5974
[email protected]
http://protectedinvestors.com/
6012 Monroe Avenue
Oakland, CA 94618
directions »

Categories: Planners & Fiduciaries

Jason N. Glazier

Accredited Domestic Partnership Advisor

Wells Fargo Advisors, LLC

707.521.4214
707.528.9728
[email protected]
http:www.jasonglazier.com
50 Old Courthouse Square, Suite 110
Santa Rosa, CA 95404
directions »

Categories: Planners & Fiduciaries

April Hopkins

Director of Individual and Planned Giving

Horizons Foundation

415-398-2333 x 114
[email protected]
www.horizonsfoundation.org
550 Montgomery St., Suite 700
San Francisco, CA 94705
directions »

Categories: Planners & Fiduciaries

Lawrence R. Kolka, CFP®

Financial Advisor

Edward Jones

925.472.0322
https://www.edwardjones.com/us-en/financial-advisor/lawrence-kolka
1801 N California Blvd. Suite 107
Walnut Creek, CA 94596
directions »

Categories: Planners & Fiduciaries

Sabrina Lee

Financial Advisor

MassMutual Financial Group

925.979.2392
925.944.0671
[email protected]
https://www.financialguide.com/
2121 N. California Blvd., Suite 395
Walnut Creek, CA 94596
directions »

Categories: Planners & Fiduciaries

Jason Lee

Financial Advisor

Pewitt-Lee Group at Morgan Stanley

415-693-6192
[email protected]
101 California Street 23rd floor
San Francisco, CA 94111
directions »

Categories: Planners & Fiduciaries

Daniel J. Neumann

Principal and Wealth Manager

Neumann Capital Management, LLC

650.548.9200
650.548.9209
[email protected]
http://www.neumanncapital.com
303 Vintage Park Drive #100
Foster City, CA 94404
directions »

Categories: Planners & Fiduciaries

John Osborn, CTFA

Senior Vice President, Senior Trust Officer

Bank of America Private Bank

415-913-2222
[email protected]
https://www.privatebank.bankofamerica.com/
555 California Street, 10th Floor
San Francisco, CA 94104
directions »

Categories: Planners & Fiduciaries

Areas of expertise: Estates & Trusts; Nonprofits

Gary E. Roof

Roof, Eidam & Maycock, LLC

415.788.4600
415.788.4606
[email protected]
http://www.remadvisors.com
One Post Street, Suite 2725
San Francisco, CA 94104
directions »

Categories: Planners & Fiduciaries

Daun Stallons

Managing Director; Senior Trust Officer

Bank of America

415 913 5324
[email protected]
555 California Street, 7th Floor
San Francisco, CA 94104
directions »

Categories: Planners & Fiduciaries

David Stickney

First Vice President – Wealth Management Advisor

Merrill Lynch Wealth Management

415-676-2630
[email protected]
http://www.fa.ml.com/DavidStickney
555 California Street Floor 9
San Francisco, CA 94104
directions »

Categories: Planners & Fiduciaries

Catherine A. Tullner

Attorney at law

Law Office of Catherine A. Tullner

415.294.0829
415.282.4536
[email protected]
http://www.catherinetullner.com
799 Castro Street
San Francisco, CA 94114
directions »

Categories: Planners & Fiduciaries

Carol W. Wu, JD, CLPF, NCG

Principal

Trustcare Fiduciary Services

(925) 948-8998
[email protected]
http://www.trustcare.biz
25A Crescent Drive #413
Pleasant Hill, CA 94523
directions »

Categories: Planners & Fiduciaries

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.