We operate remotely and conduct all meetings virtually for your convenience. While we’re based in San Francisco, we work with households across the U.S. and internationally. For Bay Area clients, in-person meetings can be arranged.
Jenni Dazols
Marla Landa
Step #1
It starts with a simple conversation. This gives you a chance to ask questions, share your burning questions, and explore how we can help. If we determine we’re not the right partner for you, we’ll recommend an alternative.
Step #2
We review your financial situation and provide an assessment of your strengths, weaknesses, opportunities, and risks.
Step #3
Hire us and together, we’ll develop a financial plan that gets you to where you want to go. Success is driven by consistent, proactive decisions over a long period of time. Consider us as your trusted guide and accountability partner.
Location
For our clients’ convenience, we conduct meetings virtually. While our home base is in San Francisco and the Bay Area, we proudly serve households across the U.S. and internationally.
Mailing Address
1999 Harrison St
Suite 1800
Oakland, CA 94612
415-295-6206
Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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