Clients

Let's Talk

2024 Update: How to Buy a Home in the Bay Area

In this webinar I discuss navigating today’s 2024 real estate market with Brook Baird, an experienced real estate agent in the Bay Area. Brook specializes in assisting single women, alternative family households, and entrepreneurs.

Thanksgiving Gratitudes

As we get ready to dive into the holiday season, I just wanted to take a moment to say THANK YOU to all of you who read Jenni’s Money Musings each month.

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.

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 

Let's Connect

Linkedin Youtube Facebook

Useful Links

Legal Stuff

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.

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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

Copyright © Modern Family Finance 2023. All Rights Reserved.