Managing member and chief compliance officer,
Brian Thompson Financial
- Wanted to be a track star while growing up.
- Guilty pleasure is watching TV and binge eating.
- Would like to dine with Oprah Winfrey and Barack and Michelle Obama.
"Client couples are so happy to have me. Their previous planners didn't want to know about their relationship," said Brian Thompson, founder and managing member of Brian Thompson Financial. During his 11-year career as a tax attorney, Mr. Thompson, who is openly gay, earned his Certified Financial Planner designation. And in 2013, he started a blog to share his financial planning and legal knowledge relating to his own marriage journey and advocate for gay rights.
In 2016, with more and more friends asking him financial questions, Mr. Thompson decided to change direction and become a full-time adviser with a focus on young adults within the LGBTQ community, as well as people of color.
There are a lot of major financial decisions that need to be made in young adulthood, related to issues such as marriage, pre-nuptial agreements, merging finances, money goals and having kids, he said.
"As an attorney, I had to be reactive, as people came to me after they had problems," he added. "As an adviser I can be proactive before they make important decisions."
How hard is it for these minorities to find help?
"It's hard to find some place where you won't worry about being judged," Mr. Thompson said. "As gay people, we have to come out not once, but every day. It's still uncomfortable to people when we talk about our relationships or show affection in public. Our norm is everyday discrimination."
— Deborah Nason