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What I have Changed About My Money

What I have changed with my own money since becoming a financial advisor. A friend asked me recently: What have I changed with my own money since becoming a financial…

Is the “Wealthy Gay Myth True?”

Is the “Wealthy Gay Myth True?” Pop culture loves to portray the gay community as fabulous and rich – hence the widespread concept of the “wealthy gay” community.

What is it like to be LGBT around the world?

What is it like to be LGBTQ+ around the world? When we were in our early thirties, we left our 9-5 jobs for a year and traveled to 13 countries to make a film about LGBTQ+ people around the world.

Our Family Spending Rules

Our Family Spending Rules Our Family Spending Rules: On a recent 4-hour drive up the California coast, Lisa and I conducted a deep dive of our budget.

Location 

For our clients’ convenience, we conduct meetings virtually. While our home base is in San Francisco and the Bay Area, we proudly serve households across the U.S. and internationally.

 

Mailing Address 

1999 Harrison St

Suite 1800 

Oakland, CA 94612  

 415-295-6206 

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Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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