COMMUNITAS FINANCIAL PLANNING
Communitas Financial Planning specializes in investment management, retirement planning and investment advisory services.
COMMUNITAS FINANCIAL PLANNING
Industry:
Advice Financial Services Retirement
Founded:
2011-01-01
Address:
Oakland, California, United States
Country:
United States
Website Url:
http://www.communitasfinancial.com
Total Employee:
1+
Status:
Active
Contact:
+1 415-337-4566
Technology used in webpage:
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Official Site Inspections
http://www.communitasfinancial.com Semrush global rank: 5.92 M Semrush visits lastest month: 1.4 K
- Host name: communitasfinancial.com
- IP address: 142.93.77.73
- Location: Clifton United States
- Latitude: 40.8364
- Longitude: -74.1403
- Metro Code: 501
- Timezone: America/New_York
- Postal: 07014
More informations about "Communitas Financial Planning"
Communitas Financial Planning | Smart Money, Sustainable Values
When you need to trust your financial planner to align finances with values, come to Communitas, the socially responsible choice. We provide financial planning services—retirement and estate, …See details»
ABOUT US - Communitas Financial Planning
Fee-only means we do not accept commissions, revenue sharing or other third-party payments. Our only compensation comes from clients. Being fee-only reduces the possibility of giving …See details»
CONTACT - Communitas Financial Planning
FIND US Our Offices Communitas Financial Planning POB 78261 San Francisco, CA 94107 LET'S GET ACQUAINTED We offer a complimentary "get-acquainted" meeting, at which we'll …See details»
Communitas Financial Planning - LinkedIn
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Communitas Financial Planning Company Profile | Oakland, CA ...
Communitas Financial Planning Company Profile | Oakland, CA | Competitors, Financials & Contacts - Dun & BradstreetSee details»
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Communitas Financial Planning PBC | Green America
[email protected]. Locate. 37.807389, -122.267587. ... FINRA organization #157708. financials . update this listing . Economic Activism is what makes our work powerful. You make our work possible! Donate to our …See details»
Communitas Financial Planning - Craft
Oakland, CA HQ. United States. 1904 Franklin St #409. Oakland, CA. United States. 1305 Franklin St #309. San Francisco, CA. United States. 870 Market St #754, San ...See details»
Communitas Financial Planning PBC - Certified B Corporation - B
Governance 14.0. Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability …See details»
James A. "Jim" Frazin, CFP®, AIF - Member - Finance
Jim Frazin, CFP®, is an Investment Advisory Representative of Communitas Financial Planning, an independent registered investment advisor offering advisory services in the State of California and other jurisdictions where …See details»
Communitas Financial Planning - Company Profile & Staff
Smart Money, Sustainable Values Communitas Financial Planning is fee-only financial planning and socially responsible investment management firm. We partner with individuals, non-profits …See details»
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It depends on your needs and interests. More than one type could work, but each has its advantages and disadvantages. We can work with you to sort through the alphabet soup of …See details»
Communitas Financial Planning in Oakland, CA - (415) 337-4566
Communitas Financial Planning is in the Investment Advice business. View competitors, revenue, employees, website and phone number.See details»
CLIENTS | Communitas Financial Planning
San Francisco Communitas Financial Planning POB 78261 San Francisco, CA 94107 415-337-4566 phone Site & Photo creditsSee details»
Communitas Financial Planning - SignalHire
Phone Number +1 415-337-4566: Communitas Financial... industries Finance: Headquarters Location: 870 Market St., Ste. 754, San Francisco, California, 94102 US 870 ...See details»
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Wilfred Wong - Communitas50fund.ca - Communitas Supportive …
Hello, I am Wilfred Wong. I have been serving with Communitas as the Chief Financial Officer since 2022. Before joining Communitas, I spent over 30 years working with the Alberta …See details»
Jim Frazin - First Affirmative Financial Network
First Affirmative Financial Network 5475 Mark Dabling Boulevard, Suite 320 Colorado Springs, CO 80918. Phone: 719.478.7036 Fax: 720.836.6401See details»
FINANCIAL PLANNING | Communitas Financial Planning
The Process Our normal planning engagement unfolds like this: Inquiry, then an introductory review call Information gathering to detail your circumstances, goals and objectives Proposal …See details»
RETIREMENT PLANS - Communitas Financial Planning
SRI in Retirement Plans Our clients support social responsibility and sustainability in their work and personal lives, so they often want that their retirement plans to reflect those same values. …See details»