Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alan Frazin is a financial advisor registered with Communitas Financial Planning PBC. James holds a Certified Financial Planner designation and has been in the financial services industry for over 12 years. James's firm is based in Oakland, California. Communitas Financial Planning PBC provides financial planning, pension consulting, and educational seminars to individuals and businesses. They also provide portfolio management services for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/04/2016 - Present
Communitas Financial Planning PBC (OAKLAND CA)
Active
Inactive
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