com·mu·ni·tas

an intense community spirit; the feeling of great social equality, solidarity, and togetherness.

When you need to trust your financial planner to align finances with values, come to Communitas, the socially responsible choice. We provide financial planning services—retirement and estate, insurance, budgeting, and investment management—to working and middle-class people, and non-profits and businesses. As a fee-only firm, we don’t take commissions, so we can guide you with sustainable strategies that meet your financial goals and make a positive impact on the world.

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FINANCIAL PLANNING

Accessible. Strategic. Meaningful. 

Clarify, problem-solve and illuminate your financial life with our disciplined planning process. Work with us to optimize your cash flow, investments, insurance, estate planning and more.

> Learn more about financial planning

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SOCIALLY RESPONSIBLE INVESTING

Invest with your values

Your values are reflected in every decision you make. We help incorporate those values into your investments and encourage your money promote a peaceful and just world for all.

> More on socially responsible investing

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GROUP RETIREMENT PLANS

Design. Setup. Advice. Monitoring. 

We work closely with non-profits and business to help them fulfill their fiduciary duties while providing a high-quality, cost-effective retirement plan for all employees.

> What retirement plan is right for you?

Contact Us
Communitas Financial Planning
870 Market St., Ste. 754
San Francisco, CA 94102
415-337-4566 phone
866-882-7817 toll-free
877-586-6277 fax

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