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
    HQSan Francisco, US
    Websitecommunitasfinancial.com

    Locations

    Communitas Financial Planning is headquartered in
    San Francisco, United States

    Location Map

    Latest Updates

    Employees (est.) (Sep 2019)2

    Communitas Financial Planning Office Locations

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

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    Founding Date

    2011

    Communitas Financial Planning Online and Social Media Presence

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    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 2 employees.

    • Who are Communitas Financial Planning competitors?

      Competitors of Communitas Financial Planning include Impact First Investments, Trillium Asset Management and The CAPROCK Group.

    • Where is Communitas Financial Planning headquarters?

      Communitas Financial Planning headquarters is located at 870 Market St #754, San Francisco, San Francisco.

    • Where are Communitas Financial Planning offices?

      Communitas Financial Planning has an office in San Francisco.

    • How many offices does Communitas Financial Planning have?

      Communitas Financial Planning has 1 office.