California Gay Financial Advisors & Planners

Los Angeles

Butorac Wealth Management - Edward J. Butorac
Edward J. Butorac
Investment Advisory Representative

Butorac Wealth Management
11755 Wilshire Boulevard
Suite 1650
Los Angeles, California
USA 90025

Specialties

LGBT Comprehensive Financial Counseling, Professional Money Management, Financial Evaluation, Portfolio Review, Retirement Planning, IRA Rollover - 401(k), Mutual Funds, Stocks - Bonds
TEL: 310.954.8387
FAX: 310.954.8303

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Los Angeles

CG Financial Services - Carol A. Grosvenor, CFP
Carol A. Grosvenor, CFP
CERTIFIED FINANCIAL PLANNER

CG Financial Services
PO Box 32189
Los Angeles, California
USA 90032

Specialties

Carol provides a wide range of fee-based services, Tax Efficient Income Distribution, Estate Planning, Investment Management, Trust Accounts, Charitable Gifts, Helping young people navigate the financial world.
TEL: 323-222-4622
FAX: 323-843-9225

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Los Angeles

Jade Tree Retirement Planning, LLC. - Carolyn Dunlavy
Carolyn Dunlavy
Investment Advisor Representative, Financial Planner

Jade Tree Retirement Planning, LLC.
8596 1/2 Norma Pl.
West Hollywood, California
USA 90069

Specialties

Retirement Planning, Investment Management
TEL: 323-505-2335
FAX:

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San Diego

New York Life - Mary Stockton LUTCF, CLU, CLTC
Mary Stockton LUTCF, CLU, CLTC
Financial Planner

New York Life
4365 Executive Drive
Suite #800
San Diego, California
USA 92121

TEL: 858-623-8945
FAX: 858-623-8946

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San Francisco

Brio Financial Group - Joanne F. Jordan, CFPCLU & Brandon Miller, CFPCLU
Joanne F. Jordan, CFPCLU & Brandon Miller, CFPCLU
Private Wealth Advisor

Brio Financial Group
Ameriprise Financial Services, Inc.
44 Montgomery St Ste 4210
San Francisco, California
USA 94104
A Financial advisory practice of Ameriprise Financial Services

Specialties

Charitable Giving, Employee Stock Options, Retirement Planning Strategies, Domestic Partner Planning, Estate Planning Strategies, Small Business, Insurance
TEL: 415-623-2450
FAX: 415-392-0967

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San Francisco

Ameriprise Financial Services, Inc. - Oom Jackson, MBA, CRPC, CFP
Oom Jackson, MBA, CRPC, CFP
Financial Advisor

Ameriprise Financial Services, Inc.
353 Sacramento St. Suite 2300
San Francisco, California
USA 94111

Specialties

Retirement Planning Strategies, Wealth Preservation Strategies, Family Finances, Investments, Domestic Partner Planning, Tax Planning Strategies
TEL: 415.743.9840
FAX: 415.288.7337

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San Francisco

DLK Law Group - DLK Law Group, PC
DLK Law Group, PC
Attorneys at Law

DLK Law Group
180 Sansome Street, 5th Floor
San Francisco, California
USA 94104
Offices in San Francisco & Santa Rosa

Specialties

Estate Planning, Trust Administration, Probate, Pre-Nup, Pre-Domestic Partnership Registration Agreements, Real Property Agreements
TEL: 415.693.0550
FAX: 415.693.0500

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Santa Barbara

NEUNUEBEL BARRANTES WEALTH MANAGEMENT GROUP - David Neunuebel, CFP, ChFC, CLU, CIMA, ADPA, CASL
David Neunuebel, CFP, ChFC, CLU, CIMA, ADPA, CASL
Senior Vice President, Investments

NEUNUEBEL BARRANTES WEALTH MANAGEMENT GROUP
RAYMOND JAMES
Granada Bldg, 5th Floor 1216 State St., Suite 500
Santa Barbara, California
USA 93101

Specialties

Accredited Domestic Partnership Advisor
TEL: 805-730-3354
FAX:

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