About Us

Community Partners

We partner significantly with a few organizations in Berkeley by offering them the volunteer time of our team as well as direct financial support. At times we introduce clients to volunteer opportunities with our community partners as well.

YEAH!  Youth Engagement, Advocacy, and Housing
Berkeley Ecology Center
Albany-Berkeley Girls Softball League

Community Involvement

Our Advisors serve in a volunteer capacity for organizations around the Bay Area in the following ways:

Futures Without Violence – Sue, Investment Advisory Committee
Jewish Community Center of the East Bay – Sue, Board, Executive Committee, Finance Committee, Treasurer
The Kitchen SF - Sue, Board, Treasurer

Financial Industry National Regulatory Authority – Kate, District One Committee
Cub Scouts of Berkeley, Pack 30 – Kate, Cubmaster

Financial Planning Association of San Francisco – Ted, Programs Committee and annual community- based pro bono financial planning
Rosa Parks Elementary School, PTA, San Francisco – Ted, Treasurer
San Francisco Bicycle Coalition – Ted, Pro-bono financial counseling