Our communities need our help.

Here’s how we can get involved.

 
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Social Impact Initiatives

We believe one of the most valuable resources you can give is your time. Our team does this by:

  • Offering sliding scale and pro bono financial planning throughout the year.

  • Volunteering with quarterly community commitments at local organizations, giving us an opportunity to come together with our clients to positively impact our neighborhoods.

  • Providing paid time-off for Equalis employees to volunteer for causes of their choice.

Charitable Contributions

Minimum of 5% company profits

At Equalis Financial, we’ve made a commitment to serving underserved communities with our financial planning work and with profits from our company. Here are a few of the causes we believe in and consistently give to:

 
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Gifting

 

We intentionally purchase gifts from fair-trade companies that support charitable causes and are driven by a deeper purpose. We encourage clients to “put their money where their mouth is” in terms of how they invest and spend their money, so it’s important that we do the same. Some of these companies include:

 
 
 
 

“ I have found that among its other benefits, giving liberates the soul of the giver.”

 - Maya Angelou

 
 

 How to Get Involved

 

We can do more together than we can apart. We believe you have something valuable to give, no matter your background, sexual orientation, marital status, or net worth.

Together, we can make a difference using the resources we already have—time, money, influence, and talent, to name a few.

To learn more about how to get involved, sign up for our email list to receive future announcements, or visit these informational websites.

  • L.A. Works posts local volunteer opportunities for various organizations in the greater LA area.

  • Cause Cupid lists opportunities to volunteer on the board of directors for local non-profits.