Financial Professionals serving the needs of the GLBT community

About Us

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PridePlanners was founded in 1999 by Sharon Rich Ed.D., Debra Neiman, CFP(TM) and Sandra Reynolds, CFP(TM).  These three planners decided to meet and share information on a regular basis to ensure they were current on strategies they could implement to protect their gay and lesbian clients.  After meeting for several months and focusing on the special needs of their gay, lesbian and non-traditional couples and families, they determined their group needed to be much larger.  They observed the traditional financial planning organizations lacked educational focus that addresses the special and complex needs of gay and lesbian clients.  A conference was born.  The first conference was in Provincetown, MA in June, 2001.  Since then, the board of directors have kept their dream alive by continuing the bi-annual conference, supporting local efforts throughout the U.S. to continue education for advisors interested in serving the gay and lesbian community, and maintaining the website to have centralized place to get answers to questions.

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