JF
CFP
JF
CFP

James Alan Frazin

22 Years of Experience
1 Disclosure
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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Location

Oakland, CA

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History

Regulatory History (1)
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Criminal
July 1969
Final Disposition
Employment History
Current Registrations
Communitas Financial Planning Pbc
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
First Affirmative Financial Network LLC
May 2003 - January 2012 · 8 yrs 8 mos
State Registrations6 states
CAILMNNYOHOR
Advisor
Exams
No exam information available for this advisor.