MEET DAVID
David has a decades-long history of behind-the-scenes advocacy for the LGBTQ+ community.
PRIDE IN YOUR MONEY
David's book, online course, and resource bundle explain precisely how LGBTQ+ people can protect their financial future in a rapidly changing world.
la vida pride™
Our La Vida Pride LGBTQ+ initiative offers courses, resources, and support to help you continue living out loud, proud, and prepared!
There are many unique and personal financial planning factors that need to be understood, respected, and factored into every financial planning discussion.
Many in the LGBTQIA+ community have had first hand experience in confronting conservative biases or dismissive attitudes within the financial services industry or when interacting with attorneys, insurance companies, or healthcare professionals. In fact, 55% of LGBTQ+ Americans face financial discrimination.
As a gay financial advisor, David Treece has proven experience in:
- Helping other gay and lesbian individuals, couples, and families successfully plan for long-term financial security.
- Partnering with allied resources (attorneys, aging experts, caregivers, etc.) who provide welcoming and inclusive services.
- Advocating in your best interest to overcome difficult financial planning or healthcare challenges.
Team Treece focuses on helping LGBTQ+ folks as they age—especially those who are isolated, alone, and without a strong support network. We manage their complex financial and healthcare needs in a holistic, team-centric approach.
Having a trusted advocate can make a life-changing difference when changes in career, health, relationship, or living situations occur.
We resolve difficult family estate situations, caregiving and housing discrimination issues, and challenges with Social Security survivor, pensions, and insurance beneficiary benefits in partnership with LGBTQ-identified and -allied referral partners.
The organizations listed on this page are not affiliated or registered with Cetera Advisors LLC. Any information provided by them is in no way related to Cetera Advisors LLC or its registered representatives.