Clients

Talk To Us

How To Choose an LGBTQ+ Supportive Financial Planner

How to Choose an LGBTQ+ Supportive Financial Planner You’re an LGBTQ+ professional who has been working hard to build a nest egg. You might have invested some savings in one of those retirement date funds. Perhaps you even started a spreadsheet in an attempt to organize your financial life. But there’s still that nagging feeling […]

Modern Family Finance Helps LGBTQ+ in Asia

Modern Family Finance Helps LGBTQ+ Community in Asia In 2007, we met for the first time on a training ride for the AIDS Lifecycle, a week long bike ride from San Francisco to Los Angeles that raises money to end AIDS. The AIDS Lifecycle gave us a place to celebrate our queerness and find LGBTQ+ […]

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. We wanted to raise the visibility of people like us who live in the developing […]

How is financial planning different for LGBTQ+ households?

How is Financial Planning is Different for LGBTQ+ households? When opening this practice, we thought a lot about the type of clients we wanted to serve. Recognizing that many queer individuals start out with financial disadvantages, we wanted to focus on helping other LGBTQ+ households. We believe we can strengthen our community through financial empowerment. […]

1999 Harrison St

Suite 1800

Oakland, CA 94612

415-295-6206

Let's Connect

Facebook Linkedin Twitter

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.