Communitas Financial Planning

Communitas Financial Planning

Helping clients invest responsibly

Wealth Manager/Advisor | United States of America | Community Development

 

Overview

Communitas Financial Planning is fee only financial planning and socially responsible investment management firm. They partner with individuals non profits and small businesses to make their finances work for their benefit and the benefit of society as a whole.

Investor Type

Legal Structure

Operating Status

Members

Wealth Manager/Advisor C Corporation Operating

Portfolio


Investors / Funders


Team


Funds


Impact

Social Objectives:

Environmental Objectives:


Operational Impact:


Impact Reports & Metrics


Offices

Headquarters :

870 Market St., Ste. 754
San Francisco California 94102
United States of America



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Revision History

Last Update: Sep 25, 2017 9:24 a.m.

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