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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

Specialities

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

Specialities

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

Macleod Wealth Management - Andrew Macleod, CA, CPA
Andrew Macleod, CA, CPA
Financial Advisor & Registered Investment Adviser

Macleod Wealth Management
7083 Hollywood Boulevard
Los Angeles, California
USA 90028

Specialities

Investment Planning & Money Management, Tax Planning & Optimization, Insurance Analysis & Recommendations, Retirement Planning, Estate Planning
TEL: 323-800-2621
FAX: 310-986-6687

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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

Jordan Miller & Associates - Joanne F. Jordan, CFPCLU & Brandon Miller, CFPCLU
Joanne F. Jordan, CFPCLU & Brandon Miller, CFPCLU
Private Wealth Advisor

Jordan Miller & Associates
Ameriprise Financial Services, Inc.
44 Montgomery St Ste 4210
San Francisco, California
USA 94104
A Financial advisory practice of Ameriprise Financial Services

Specialities

Financial Planning, 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

Specialities

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

Specialities

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

Specialities

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

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