Get to know the people powering Modern Family Finance. From left to right: Jenni, Cathy, Szu, Marco, and Lisa bring diverse expertise and a shared commitment to guiding individuals, couples, and families toward financial clarity and confidence. With a people-first approach, this team is here to support your goals—every step of the way.
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.
1999 Harrison St
Suite 1800
Oakland, CA 94612
415-295-6206
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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