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.

Type
Private
HQ
San Francisco, US
Founded
2011
Size (employees)
2 (est)
Communitas Financial Planning was founded in 2011 and is headquartered in San Francisco, US
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Communitas Financial Planning Office Locations

Communitas Financial Planning has an office in San Francisco
San Francisco, US (HQ)
754 870 Market St
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Communitas Financial Planning Financials and Metrics

Summary Metrics

Founding Date

2011
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