RIA servg gay men as an advisory niche | Fancial Planng

gay financial planner

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GAY FANCIAL PLANNER – RIGHT FOR YOU?

Are you lookg to get the absolute bt fancial advice? Would you better off workg wh the bt gay fancial planner? Y, LGBT fancial planng is different, read more to fd out how. * gay financial planner *

David Rae, print and founr of DMR Wealth Management, is a gay fancial advisor loted Los Angel who is a CFP and an accreded vtment fiduciary (AIF).

Rae says, “I know I have many nversatns wh my gay clients that they would never have had wh a straight advisor.

HOW TO GET THE BT GAY FANCIAL PLANNG ADVICE

How to get the bt LGBT fancial planng advice. If you are lucky enough to be part of the LGBTQ+ muny, a Gay Fancial Planner jt might be the bt for your fancial future. What steps you should make to show pri your gay personal fance choic. * gay financial planner *

The myth of gay wealth. Acrdg to Rae, “If you have an amazg fancial advisor who is straight but gay-iendly, that is fabulo.

GAYS DO BETTER – HOW TO HAVE A FABULO FANCIAL PLANNER

Fancial Planng n be fun and fabulo. This is why you should look for the bt gay fancial planner you n fd, to help gui you to gay fancial eedom. * gay financial planner *

The pot is to fd someone to help you reach your fancial goals as quickly and easily as possible.” And yet, he also advis, “If I was startg a search [for a] fancial advisor om scratch, I would ask my iends, or at least start the Google search wh ‘gay fancial advisor’ or ‘lbian fancial advisor.’ Bottom le: I do like to support LGBTQ+ bs owners and bs.”.

GAY MOSW · CY GUI

Jefey A. Gay, CFP® is a CERTIFIED FINANCIAL PLANNER™ profsnal wh more than 35 years of experience bankg, securi and surance. * gay financial planner *

In your search for an advisor, Rae says to “check out the XY Planng work, [where] you n search for advisors by genr or inty foc.” Another source is the Gay Lbian Directory, which offers a list of more than 5,000 LGBTQ+-supportive bs. This is pecially relevant if you live a part of the untry that is more homophobic than average. Rae warns, “The more homophobic the area you are livg , the more important is to seek out a gay-iendly or LGBTQ+ fancial advisor.

JOHN GAY, CFP®

* gay financial planner *

If you live a state that don’t want people to even say ‘gay,’ well, your odds likely go up of someone not beg willg to help you once they fd out you are gay.” He also pots out that homophobia n rear s ugly head anywhere, so be vigilant. “You are ls likely to have an issue wh homophobia Manhattan, Wt Hollywood, or the Castro, but n happen.”.

3 THGS LGBTQ+ FAI NEED TO DO DIFFERENTLY WH THEIR MONEY, ACRDG TO A GAY FANCIAL PLANNER

The Gay Fancial Planner asks: Are Your Fanc Gay Enough? Should you hire a gay (LGBT) fancial planner or at least a gay-iendly one?

GAY MEN AS AN ADVISORY NICHE: RIA SEEKS TO SERVE UNRREPRENTED CLIENTS

You serve the bt gay personal fance advice.

*BEAR-MAGAZINE.COM* GAY FINANCIAL PLANNER

Jefey A. Gay, CFP® | Miller & Gay Invtment Management | York, PA .

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