Jim Frazin, CFP®, AIF Communitas Financial Planning PBC

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.

Contact this advisor

Ideal Clients

  • Family Financial Planning
  • LGBTQIA
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $300+/hr
  • Assets Under Management: 1.15%

SEC Records

Loading...