Communitas Financial Planning

Communitas Financial Planning is a socially responsible financial planning firm based in Oakland, CA, offering a range of services including retirement and estate planning, insurance, budgeting, and investment management. As a fee-only firm, they prioritize sustainable strategies that align with their clients' values and financial goals, without taking commissions.

With a focus on working and middle-class individuals, as well as non-profits and businesses, Communitas aims to help clients optimize their cash flow, investments, insurance, and estate planning through their disciplined planning process. They also specialize in socially responsible investing, allowing clients to invest in line with their values and contribute to a peaceful and just world.

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