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Services offered:
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Financial Planning
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Portfolio Management
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Retirement Savings
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College Savings
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Stocks/ Bonds
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Estate Planning
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Charities/ Foundations
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Life Insurance
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Health Insurance
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Qualifications:
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CFA (Chartered Financial Analyst)
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CPA (Certified Public Accountant)
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Minimum Account Size:
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Fee Structures:
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Asset Based Fee
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Years of experience:
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11
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Education:
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Age:
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Foreign Languages:
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Spanish
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English
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Religion:
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My value to clients:
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We are experienced investment advisors that believe socially responsible investing - www.investedinterests.com - is an important movement. Our generation is looking for opportunities to create positive change through commerce. Everyday choices, when informed, can become powerful votes for social and economic improvement.
We are not trying to be a perfect organization, but we are trying to grow a business that has a significant social component. We’re offering something different, something people need and we're having a good time doing it.
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Investment/ Business Philosophy:
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Target Clients:
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No preferences.
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Personal/ Additional Details:
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