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 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.
Ian is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary®. Ian studied and lived in Costa Rica before graduating with a degree in Latin American Studies from the University of Connecticut. Since arriving in the Bay Area, Ian has been involved in a variety of progressive, cooperative organizations.
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!
Ana completed her doctorate in Environmental Engineering in 2014 from Rice University, focusing on the energy and environmental economics associated with using municipal solid waste and other alternative sources for fuel. Communitas is grateful to have her as our planning assistant and future CFP® designee as she pursues her passion for sustainable and responsible business practices.