Communitas Financial Planning PBC

Jim
Frazin
,
CFP®, AIF®

  • Financial Planning and socially responsible investing
  • Socially responsible retirement plans. Wrap-around fiduciary coverage. Model portfolios for participants may raise satisfaction and increase participation.
  • Member: Garret Planning Network and First Affirmative Financial Network, Member USSIF

Telephone

37.807389, -122.267587

Jim Frazin is an Investment Advisory Representative of Communitas Financial Planning, an independent, registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. FINRA organization #157708.

 

 

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