Directory
Mission statement
Communitas Financial Planning
Communitas Financial Planning PBC
Protected through
- Statutory benefit corporation
- Certified B Corporation
“The firm is committed to helping clients achieve their progressive, sustainable, and socially responsible goals through financial planning and investment advice.”
Status
Private
Statutory form
California Public Benefit Corporation
Industry
Financial Services & Fintech
Headquarters
Oakland, California
Website
Sources (3)
- RESOURCES | Communitas Financial PlanningCompany website · retrieved 2026-06-04
- Communitas Financial Planning PBC | Green AmericaSource · retrieved 2026-06-04
- Communitas Financial Planning PBC - The Green DirectorySource · retrieved 2026-06-04
Added 2026-06-04 · last updated 2026-06-04Informational only; not legal advice. Verify against the sources above before relying on this entry.