Affordable financial planning services should be available to all people. They should focus on improving the lives of all individuals and the communities in which they live.
JIM FRAZIN, CFP®, AIF® - Financial Planner and Principal
Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary®. A consummate cooperator and skilled communicator, Jim worked with Southwestern cooperatives and Bay Area credit unions for several decades before starting his financial planning practice that would join Communitas.
SARAH ORANTES - Client Services Manager
Sarah brings a wealth of client service experience to Communitas from her years in the financial planning industry. She replies promptly and thoroughly, making sure that no detail is left hidden in pursuit of making sure service and operations are running smoothly. It's unclear where we'd be without her!