Jim Frazin


Oakland, California

Services Offered:

  • Financial Planning
  • Investment Management
  • Retirement

Fee Structure:

  • AUM
  • Hourly

Fee Only?     yes

Disclosures

About Me

Top Issues

Equal Opportunity

Since 1983, I have been helping individuals and families simplify and demystify the world of money. I help clients learn the language and mechanics of money and assist in determining or re-setting life priorities. Your money and earning power are, after all, tools to be used to realize your life's purpose. This approach is called "life planning."

My purpose in life and in business is to help heal and repair a world where corporate and personal "profit at any cost" has seriously impinged upon our planet's sustainability. As a financial planner and investment adviser, I am compelled to offer my clients socially responsible and environmentally sound investment options.

Professional Affiliations

  • First Affirmative Financial Network
  • Garrett Planning Network
  • Member, Social Investment Forum
  • Green America
  • Financial Planning Association, San Francisco Chapter

Years of Experience

35

Credentials

  • CFP® - Certified Financial Planner®
    Communitas Financial Planning PBC 2012
  • AIF® - Accredited Investment Fiduciary®