RIA servg gay men as an advisory niche | Fancial Planng

gay financial planner

Fancial Freedom Is a Top Prry for Gay Hoeholds As a gay fancial planner, I have seen the difference fay dynamics between my hetero clients and LGBTQ clients. New rearch shows the Gay muny is buildg wealth fast.

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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.

The myth of gay wealth.

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 *

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

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 *

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.

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 *

Rae warns, “The more homophobic the area you are livg , the more important is to seek out a gay-iendly or LGBTQ+ fancial advisor. 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.”.

JOHN GAY, CFP®

Gay Mosw Cy Gui for gay travelers. Review of the cy, gay scene, how to get there, travel tips, popular tourist attractns Mosw. * gay financial 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?

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

You serve the bt gay personal fance advice.

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

Will a Gay Fancial Advisor Help You Get The Bt Gay Money Advice? As a gay man who has been workg as an out and proud Fiduciary Certified Fancial Planner™ Los Angel for well over a , I jt have to e out and adm homophobia has been great for my bs. Update 2021: Now Offerg Gay Fancial Planng Palm Sprgs and Los Angel – as well as across the untry.

Fancial Planner LA is your go-to rource for fabulo gay money advice. Money Bs: Is a Gay Fancial Planner Right for you?

*BEAR-MAGAZINE.COM* GAY FINANCIAL PLANNER

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

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