LGBTQ+ Financial Planning

Take pride in your money

Many financial advisors often say something like “I don't discriminate. I love everybody. I don't care if you’re African American, Jewish, or LGBT.” But, that is just not enough. There are unique financial planning issues related to a person’s identity and life experiences that need to be understood, respected, and factored into the financial planning discussion.

I proudly embrace my LGBTQ identity and the advocacy-oriented financial advice and service that I and my team have provided to South Florida’s gay and lesbian community for over 30 years. We want every client that walks into our office to feel welcomed, valued, and at ease.


LGBTQ+ people have unique financial planning concerns