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

Senior Financial Planner, Partner

Hanke & Co. Wealth 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®

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

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

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

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

Jim Frazin

Financial Planner and Principal

Communitas Financial Planning Inc.

Jason N. Glazier

Accredited Domestic Partnership Advisor

Wells Fargo Advisors, LLC

Jill D. Hollander

Financial Advisor

Financial Connections Group Inc.

April Hopkins

Director of Individual and Planned Giving

Horizons Foundation

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

Sabrina Lee

Financial Advisor

MassMutual Financial Group

Jason Lee

Financial Advisor

Pewitt-Lee Group at Morgan Stanley

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

Daniel J. Neumann

Principal and Wealth Manager

Neumann Capital Management, LLC

John Osborn

Senior Vice President & Director of Trust Services

Mechanics Bank Wealth Management

Gary E. Roof

Roof, Eidam & Maycock, LLC

Kim Smith

Financial Advisor

Mass Mutual

Daun Stallons

Managing Director; Senior Trust Officer

Bank of America

Scott Stanley, CFP®

Founder / Wealth Advisor

Pharos Wealth Management

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.