Jefey A. Gay, CFP® is a CERTIFIED FINANCIAL PLANNER™ profsnal wh more than 35 years of experience bankg, securi and surance.
Contents:
- GAY FANCIAL PLANNER – RIGHT FOR YOU?
- HOW TO GET THE BT GAY FANCIAL PLANNG ADVICE
- GAYS DO BETTER – HOW TO HAVE A FABULO FANCIAL PLANNER
- GAY MOSW · CY GUI
- JOHN GAY, CFP®
- 3 THGS LGBTQ+ FAI NEED TO DO DIFFERENTLY WH THEIR MONEY, ACRDG TO A GAY FANCIAL PLANNER
- GAY MEN AS AN ADVISORY NICHE: RIA SEEKS TO SERVE UNRREPRENTED CLIENTS
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.”. 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. 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.
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 *
“You are ls likely to have an issue wh homophobia Manhattan, Wt Hollywood, or the Castro, but n happen.”. The Gay Fancial Planner asks: Are Your Fanc Gay Enough?
GAY MOSW · CY GUI
* gay financial planner *
Should you hire a gay (LGBT) fancial planner or at least a gay-iendly one? You serve the bt gay personal fance advice. Will a Gay Fancial Advisor Help You Get The Bt Gay Money Advice?
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 *
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?
Those of who live gay-iendly clim (most big ci, and fabulo lol like Wt Hollywood, San Francis, Palm Sprgs or Miami) acknowledge that legal marriage equaly notwhstandg, great swaths of this untry si and outsi of our paradis still spise , as they always have, for those we choose to love.
3 THGS LGBTQ+ FAI NEED TO DO DIFFERENTLY WH THEIR MONEY, ACRDG TO A GAY FANCIAL PLANNER
Unfortunately, the fancial sector seems to harbor way more than s share of homophobic dickheads.
GAY MEN AS AN ADVISORY NICHE: RIA SEEKS TO SERVE UNRREPRENTED CLIENTS
” What mak the qutns really stand out is they me om an “advisor” who claimed to work heavily wh the LGBT muny and was seekg my advice on how to get even more gay fancial planng clients.