James A. Frazin,  CFP<sup>&reg;</sup> - Financial Advisor

James A. Frazin, CFP®

AIF®

Co-Founder and CEO

Communitas Financial Planning

POB 78261
San Francisco, CA 94107
(866) 882-7817 x101
(415) 337-4566

General

James Frazin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Communitas Financial Planning in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - ACCREDITED INVESTMENT FIDUCIARY™ (AIF®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Employee Benefits, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Long-term Care, Men's Finances, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources