Affordable financial planning services should be available to all people. They should focus on improving the lives of all individuals and the communities in which they live.

We are committed to helping clients achieve their progressive, sustainable, and socially responsible goals through financial planning and investment advice.

We are not only experienced fiduciaries and fee-only financial planners—but friends of the environment and advocates for social justice. And we are wholly dedicated to savvy, practical financial advice.

We partner with working, middle class and LGBT families and individuals, cultural workers, helping professionals, scientists, engineers, small business owners, and political activists. We equip individuals with the tools, knowledge, and strategies to achieve their personal financial goals while making a positive impact on the world.

Fees

I am a “fee-only” financial professional. Fee-only means we do not accept commissions, revenue sharing or other third-party payments. Our only compensation comes from clients.

Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary®. A consummate cooperator and skilled communicator, Jim worked with Southwestern cooperatives and Bay Area credit unions for several decades before starting his financial planning practice that would join Communitas.

Credit Union CEO, VP of Finance, VP of Marketing, 1983-2001Earned the CFP® (Certified Financial Planner) designation in 1990Earned the AIF® (Accredited Investment Fiduciary®) designation in 2003Attended the University of Southern California and the University of California at Los Angeles, majored in mathematics and art New School for Democratic Management

Sha’ar Zahar Synagogue Re-evaluation Counseling

Affiliations: First Affirmative Financial Network Garrett Planning Network Member, Social Investment Forum Green America Financial Planning Association, San Francisco Chapter