Jim Frazin, CFP®, AIF Communitas Financial Planning PBC

- Virtual, San Francisco, CA 94107
- (415) 337-4566
- vasb@pbzzhavgnfsvanapvny.pbz
- http://www.communitasfinancial.com/
About Jim Frazin, CFP®, AIF
My financial planning firm serves working-class, middle-class, and LGBTQ people and families of all kinds. We are fee-only and specialize in socially responsible investing. We help people avoid getting crushed by capitalism while aligning their resources with their goals for a sustainable economy and planet. We help clients move capital to more rational pursuits: out of petroleum, into solar, out of exploitation of children, adults and the earth, and into community-building and sustainable investments.
I was born in Colorado and grew up all over the US, but mostly in New Mexico. I have lived in India and Nicaragua where I went to do volunteer work. I attended college in Southern California and did volunteer work in South Central LA. I was a working artist in the LA area for several years. I returned to New Mexico in 1971 and started organizing and managing cooperatives and doing anti-nuke work.
I have had many careers: including artist, carpenter, organic farmer, for-profit and non-profit manager, auto and motorcycle (still ride) mechanic, and, now, financial planner. I love building, fixing, and making things. I moved to the Bay Area in 1983. I have a grown son, two grandchildren, and a tween daughter.
Ideal Clients
- Family Financial Planning
- LGBTQIA
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Ways Advisor Charges
- Hourly
- Assets Under Management
Fee Options
- Hourly Fee: $300+/hr
- Assets Under Management: 1.15%