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Passion for Identiti Financial was born out of recognizing a vital need within the LGBTQ+ community. We have worked closely with specialized medical risk teams to implement HIV+ risk programs, contributed to updating underwriting procedures for the transgender community, structured planning for poly-relationships and serve as a resource for foster, adoption, surrogacy, IVF and IUI.
Identiti Financial has a demonstrated history in creating guidance across all stages of life, from risk management, growth and accumulation of wealth, retirement, tax efficiency and strategies for solid long term care protection.
Identiti Financial serves to drive meaningful change in this industry and provide accessibility for our community.
Holds the registrations SIE, Series 7, Series 63, LTC and LAH.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 90 Park Ave S,
- Industry
- Financial Services
- Website
- http://www.identitifinancial.com
- Keywords
- LGBTQ+ and Financial Planning.
- HQ
- New York, NY
Identiti Financial Questions
Identiti Financial's website is http://www.identitifinancial.com
Identiti Financial's LinkedIn profile is https://www.linkedin.com/company/identiti-financial
Identiti Financial has
3 employees.
View email and phone details for 3
employees at Identiti Financial.
Identiti Financial's industry is
Financial Services
Identiti Financial's top competitors are
Money Concepts,
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Identiti,
Cloudatlas,
Center For Urban Community Services | Cucs,
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Identiti Financial's categories are Financial Services
Identiti Financial's founding year is 2025
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Top Identiti Financial Employees
-
Joshua Betz
Director Of Operations At Identiti Financial
New York, New York, United States, United States1vassar.edu -
Matthew Erickson (He/Him/His)
Dedicated To The Financial Growth, Visibility And Prosperity For The Lgbtq+ Community
United States, United States
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