LGBTQ+ Financial Planning: Stigma, Discrimination & Fear

David Treece, MBA, AIF®, CLTC® |

Many view financial planning as an extremely personal and private matter. Sharing sensitive details about your financial assets — or lack thereof — earnings, attitudes about money, life goals, dreams, and how you’ll leave your assets to loved ones with a professional you barely know may make you uncomfortable or even embarrassed. 

For LGBTQ+ individuals and couples, the discomfort and unease of the experience are often compounded. They may be reticent to disclose their sexual orientation or share the full nature of their family or relationships with their advisor. This is especially prevalent amongst older lesbians and gay men who may have struggled with “coming out” late in life after “living in the closet” for years. 

From my decades of experience — I have faced every aspect of topics of concern to the LGBTQ+ community - either in my own personal life or through the real-world experiences of my clients and their families, including issues related to: 

Based on what I have learned, I take pride in sharing with you practical solutions and community-focused resources to help you find the support and referral partners needed to make more empowered financial and life-planning decisions. 

But a plan alone isn’t enough. You can’t expect to do it all on your own. Everyone needs an advocate.

I have dealt with all of these issues and many more by providing advice, creating a plan, building a team, and most importantly, being there to actually help implement everything. 

Learn more about our LGBTQ+ advocacy-based financial services here.

I am here to help you. Schedule a time to chat here.


trans women posing for a la vida pride financial and anayltical course

Take Pride In Your Money: LGBTQ+ Financial Empowerment Series

Sign up at La Vida Pride now to join David Treece for a webinar series that goes beyond traditional financial planning advice. It's not just about saving and planning wisely; it's about standing tall, armed with knowledge and confidence. Equip yourself with the tools to make informed decisions and build a dedicated team of allies who have your back.

Take advantage of this unique opportunity to gain insights and advice from a pioneering LGBTQ+ advocate, access attendee-only resources, and engage in live Q&A sessions. 

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For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.