Empower your queer dollars to secure your financial future
Take Pride in Your Money reveals how current political and legal attacks on LGBTQ+ rights impact financial security and provides actionable solutions to help gay, lesbian, bisexual, transgender, and queer community members protect their financial future in a rapidly changing world.
Get smart strategies to protect your wallet and your rights
From overcoming legal and tax obstacles to leveraging wealth for social change, this quick-read, no-nonsense guide offers practical financial steps to help LGBTQ+ folx continue living out loud, proud, and prepared-no matter what comes next.
Quick-action callouts include:
- Here's the Tea: Learn valuable lessons from real-life stories of LGBTQ+ people taking control of their money
- Proactive Pride: Tips to build a portfolio you can be proud of
- Benefit Alert: Discover smart money moves that can pay off
- QR Codes: Instantly access valuable planning resources
Online videos and advice are included with book purchase:
- 1.5+ hours of financial empowerment lessons
- Live financial Q&A sessions
- One-on-one financial plan review
- Bonus webinars, videos, articles, guides, and more
David Treece, Senior Financial Advisor. Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/ dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other entity. 7971 Riviera Blvd., Suite 331, Miramar, FL 33023
David Treece is a passionate financial advocate for the LGBTQ+ community, committed to addressing the unique financial needs of marginalized identities. As a gay financial advisor with 35 years of experience, he leads Treece Financial Group in offering advocacy-focused services to LGBTQ+ individuals, particularly those facing challenges as they age. David is a national leader in educating financial advisors about LGBTQ+ issues and has pioneered LGBTQ+ inclusion in Miami, founding the Greater Miami LGBTQ+ Chamber of Commerce. Honored by The National LGBTQ+ Task Force, David has been featured on PBS, The Washington Post, and in local South Florida media for his contributions to financial planning and community advocacy. (Registered Representative offering securities and advisory services through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other entity. 7971 Riviera Boulevard, Suite 331, Miramar, FL, 33023 (305) 751-8855. Greater Miami LGBTQ+ Chamber of Commerce, National LGBTQ+ Task Force, PBS, and the Washington Post are not affiliated non registered with Cetera Advisors LLC.)
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