Take Pride in Your Money | LGBTQ+ Financial Empowerment

LGBTQ+ smart-money RESOURCES TO Build financial resilience

MONEY IS POWER! LGBTQ+ FOLX NEED TO CLAIM IT NOW MORE THAN EVER

With the unprecedented political and societal challenges the LGBTQ+ community is facing, it's more crucial than ever to claim the power of our queer dollars to push back against unjust laws, discrimination, and ensure that we "take care of our own".

Take action to protect your financial portfolio—regardless of what political or legislative setbacks to LGBTQ+ rights our community may face.

Take pride in your money with these LGBTQ+ focused resources from gay Financial Advisor David Treece. David goes beyond traditional financial planning advice with actionable strategies to help you age out loud, proud, and prepared.

David Treece is a fearless financial advocate for the LGBTQ+ community

He proudly says transgender. And LGBTQ+. And bi. And queer. And lesbian. And non-binary. And … It's not enough to say, “I treat everybody the same” because everyone is NOT the same.

David and his diverse team at Treece Financial Group lift up marginalized identities because it shows respect for a community that has long faced discrimination. As a gay financial advisor, he has experienced LGBTQ+ individuals’ real-world apprehension and mistrust toward the historically conservative financial industry.

David has provided advocacy-oriented financial advice and service to South Florida’s LGBTQ+ community for almost 35 years. At the forefront of his work is navigating the sometimes complex financial and healthcare needs of LGBTQ+ individuals as they age, oftentimes alone without a strong support network. He is a national leader in educating financial advisors on understanding LGBTQ+ clients' unique issues when it comes to financial and life planning.

Beyond financial planning, David is a dedicated behind-the-scenes community advocate who has been a pioneer in making Miami a leader in LGBTQ+ inclusion. He is the Founder and First President of the Miami-Dade LGBTQ+ & Allied Chamber of Commerce*, which has grown to be one of the nation’s largest LGBTQ+ Chambers in the U.S. David has also been honored by The National LGBTQ+ & Lesbian Task Force* and SAVE LGBT* for his contribution to advancing full freedom, justice, and equality for LGBTQ+ people.

David holds life, health, and annuity insurance licenses as well as series 6, 22, 52 62, 63, and 65 securities registrations, and has an MBA from the University of Michigan, Ann Arbor. He and Luis, his husband of 39 years, divide their time between Miami and San Antonio de Areco, Argentina.

* 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.

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