com·mu·ni·tas

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

We are fee-only financial planners, providing three core services to a wide variety of individual and institutional clients.

FINANCIAL PLANNING

Developing a clear strategy to meet your goals.

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INVESTMENT MANAGEMENT

Socially responsible investing to align your portfolio with your values.

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RETIREMENT PLANS

Plan selection, design and ongoing advisory services.

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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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