A key part of Horizons' mission is to strengthen a culture of giving within the LGBTQ community. That's why we host the Professional Advisors Circle, a network of financial planners, attorneys, tax preparers, insurance agents, and real estate agents who serve the LGBTQ community in the SF Bay Area.
As a professional advisor, you play a critical role in supporting your clients in their giving and helping us create a world where all LGBTQ people live freely and fully.
Benefits
Networking
Join us at our annual Pride Month luncheon and other social events to meet other professional advisors who can expand your network in the LGBTQ community.
Visibility
Get listed in our Directory of Professional Advisors, created for the LGBTQ community to connect with LGBTQ-supportive professional advisors in the SF Bay Area. Fill out this form to get listed.
Volunteering
Volunteer at LGBTQ Financial Planning Day, a pro bono event where you can use your expertise to increase our community's financial literacy and capacity to give.
Interested in receiving announcements for professional advisors?
Upcoming Events
Learning Session: Inflation and Real Estate
Shannon Blackmon of Thomas*Doll will be joined by special guest Kevin Kropp of Vanguard Real Estate to discuss the timely and important topic of inflation and the real estate market. Very often, and in the Bay Area particularly, real estate is a large portion of the overall net worth of clients and must be factored into financial planning. Join us for a lively discussion and an opportunity to ask questions and learn best practices.
Where: Virtual, via Zoom
Admission: Free, with registration
