Overview

We are a fee-only financial planning firm that also provides investment management services (IMS). We have been in business as Communitas Financial Planning since early 2012 and before that as Your Money & Your Life Financial Planning from 2003. Communitas is a Public Benefit Corporation and has been so since 2012.

We are fiduciaries. We specialize in and are dedicated to socially responsible investing. We use a third-party advisor (SEC-registered RIA) that specializes in SRI and manages custom, semi-custom and model portfolios. We serve LGBTQ, working- and middle-class people. We have many wealthy clients but we are not a "Wealth Management" firm in the sense we do not focus only on wealthy clients. We have very low minimums.

We have a successful niche practice where socially responsible investing intersects with hourly financial planning. We want to grow the firm in the Bay Area and beyond by serving clients with whom we share a vision of a planet with a sustainable, non-exploitive economy.

• We have a great palate of services and software

• We have one long-time customer service person with us since 2013)

• We are a certified B Corporation

• Investment management services are offered through a third party with >25 years of experience in SRI. They offer portfolios of managed mutual funds, multi-manager portfolios of stocks and bonds, and now, a hybrid robo-advisor of stocks and ETFs.

We are looking for folks who are CFPs or who are well on their way to obtaining the certification. All Communitas IARs must be CFPs.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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