Communitas Financial Planning PBC
- Financial Planning
- Socially responsible investments
- Custom-designed SRI portfolios for individuals
- Small business retirement plans
- Member: Garret Planning Network and First Affirmative Financial Network, Member USSIF
Jim Frazin is an Investment Advisory Representative of Communitas Financial Planning, an independent, registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. FINRA organization #157708.