Communitas Financial Planning

    OverviewSuggest Edit

    We provide financial planning services—retirement and estate, insurance, budgeting, and investment management—to working and middle-class people, and non-profits and businesses. As a fee-only firm, we don’t take commissions, revenue sharing or other third-party payments so we can guide you with sustainable strategies that meet your financial goals and make a positive impact on the world. We are committed to helping clients achieve their progressive, sustainable, and socially responsible goals through financial planning and investment advice.

    TypePrivate
    Founded2011
    HQOakland, US
    Websitecommunitasfinancial.com

    Locations

    Communitas Financial Planning is headquartered in
    Oakland, United States

    Location Map

    Latest Updates

    Employees (est.) (Sept 2020)1
    Cybersecurity ratingAMore

    Communitas Financial Planning Office Locations

    Communitas Financial Planning has offices in Oakland and San Francisco
    Oakland, US (HQ)
    1904 Franklin St #409
    Oakland, US
    1305 Franklin St #309
    San Francisco, US
    870 Market St #754, San Francisco
    Show all (3)

    Communitas Financial Planning Financials and Metrics

    Summary Metrics

    Founding Date

    2011

    Communitas Financial Planning Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    91/100

    SecurityScorecard logo

    Communitas Financial Planning Online and Social Media Presence

    Embed Graph

    Communitas Financial Planning Frequently Asked Questions

    • When was Communitas Financial Planning founded?

      Communitas Financial Planning was founded in 2011.

    • How many employees does Communitas Financial Planning have?

      Communitas Financial Planning has 1 employees.

    • Who are Communitas Financial Planning competitors?

      Competitors of Communitas Financial Planning include LourdMurray, Wahed Invest and Trillium Asset Management.

    • Where is Communitas Financial Planning headquarters?

      Communitas Financial Planning headquarters is located at 1904 Franklin St #409, Oakland.

    • Where are Communitas Financial Planning offices?

      Communitas Financial Planning has offices in Oakland and San Francisco.

    • How many offices does Communitas Financial Planning have?

      Communitas Financial Planning has 3 offices.