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CLIENT PORTAL
- Client References
  - Pull Equity Details

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Meet the Team

Jenni Dazols

Jennifer Dazols, CFP^®

FOUNDER & SENIOR FINANCIAL PLANNER

Cathy McKee

Cathy McKee, MBA

SENIOR ASSOCIATE FINANCIAL PLANNER

Szu Wang

Szu Wang

FINANCIAL PLANNING SPECIALIST

Lisa Dazols

Lisa Dazols, LCSW

HEAD OF OPERATIONS

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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.

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Suite 1800

Oakland, CA 94612

415-295-6206

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Form ADV Part 3

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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