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Check the background of
this investment professional

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Values-Based

Investing

Financial
Guidance

Rooted in

Queer Wisdom

As seen in:

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Executive woman of color on the phone at her desk

Can I finally get my finances in order?

How We Support You

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ORGANIZATION

Finally know what you
have and where to find it.

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INVESTMENTS

Professional portfolio management that fits your values.

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SUPPORT

Strategic, logistical, and human support every step of the way.

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IMPLEMENTATION

Turbo-charge your follow-through on crucial tasks.

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EDUCATION

Build financial knowledge and come to understand your money.

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ALLYSHIP

Pursue your dreams with a financial professional on your side.

The Team

Landon Tan  (He/Him)
Certified Financial Planner™

Landon Tan, queer financial planner

Founder & Planning Lead

Jesse Gerstin, MBA  (He/Him)
Certified Sustainable Finance Analyst (CSFA)

Jesse Gerstin, sustainable investment advisor for LGBT

Investment Lead

Gabe Traub  (He/Him)
 

Gabe Traub, trans financial planning assistant

Financial Planning Assistant

Musings

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