Develops and implements personalized strategic plans, including retirement and estate planning, as well as investment management. Investment screening is tailored to individual preferences.
Centerpoint advocates taking a Conscious approach to building true wealth. Member of First Affirmative Financial Network.
Traverse City, MI
Investment performance through environmentally conscious, responsible and impact investment for Charitable Organizations, Trusts, Endowments and Individuals for over 25 years. We believe ethical management of corporate resources will generate superior investment results in the long term Member of First Affirmative Financial Network
San Francisco, PA, United States
'Providing choices, not compromises.' Financial planning and investment management providing full range of SRI Products. Member of First Affirmative Financial Network.
www.fwg.comSanta Rosa, CA
Customized comprehensive financial advice and solutions based on your unique goals and values. Tactical approaches to investments, insurance, and annuities is emphasized during these uncertain times. Complimentary initial consultation offered. Member, First Affirmative Financial Network.
- Golden, CO
Specialist in socially and environmentally responsible investing since 1982. Fee-only financial planning and investment advice. Provides ongoing portfolio management utilizing discount brokerage services and no-load mutual funds.
www.firstaffirmative.comEl Cerrito, CA
Comprehensive financial planning and fee-based asset and risk management for individuals and businesses. Align your goals, assets, and values. Run your life, we take care of your finances. Member, First Affirmative Financial Network.
Investing for a sustainable future, fee-based ethical investments, income taxes, and financial planning. Member of First Affirmative Financial Network
Providing independent fee-based socially responsive investing and comprehensive financial planning services for socially and environmentally conscious investors. Producing positive and sustainable global change. Member, First Affirmative Financial Network.
'You can make financially sound decisions without compromising your values.' Integrating core values into fee-based socially responsible investing and financial planning for individuals, trusts, businesses, and nonprofits. Member of First Affirmative Financial Network
Progressive investment planning for the socially conscience consumer. Triple bottom line - people, planet, profit.Offering Impact and ESG investing with simplicity and integrity for individuals or small businesses. Retirement planning, financial services and health/life insurance. Contact us today! Member of First Affirmative Financial Network
Helping individuals create financial health. Member, First Affirmative Financial Network.
Assists clients in obtaining the highest investment value, consistent with their environmental and social values. Builds long-term relationships, provides timely information, and emphasizes straightforward evaluation of all financial and personal goals. Member of First Affirmative Financial Network
Let us make your values the foundation of your financial plans. Specialties: fee-only SRI, inheritance and charitable planning, high-impact community investing. Member of First Affirmative Financial Network
Many financial planners advise businesses and institutions in addition to individual investors, and may have earned one or more of the following professional designations:
Accredited Investment Fiduciary® (AIF) A professional designation that recognizes knowledge and competency in the area of fiduciary responsibility. Holders of the AIF mark have successfully completed a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. Designees must be able to understand and articulate the legal and regulatory environment surrounding the fiduciary, be able to develop and implement an effective investment management process applying the principles of Modern Portfolio Theory, document all due diligence, and above all, treat their clients with the utmost prudence and care.
Certified Financial Planner® (CFP) CFPs have completed a two- or three-year course and comprehensive examination. Depending on the level of degree work completed in a collegiate setting, a CFP must have three to five years of financial planning-related experience prior to receiving the right to use the CFP mark and must voluntarily ascribe to CFP Board’s Code of Ethics. CFPs must obtain 30 hours of continuing education every two years in the body of knowledge pertaining to financial planning areas such as estate planning, retirement planning, investment management, tax planning, employee benefits, and insurance.
Certified Public Accountant® (CPA) Accountants often offer financial products/services, but CPAs with the “Personal Financial Specialist” designation have at least 250 hours of yearly experience in financial planning, and have passed an exam. Depending on the state, most CPAs are required to hold a college accounting degree.
Chartered Financial Consultant® / Chartered Life Underwriter (ChFc/CLU) These designations are awarded upon completion of a three-year course of study with the American College focused on taxes, estate planning, insurance, financial planning and portfolio management. Insurance agents (or life underwriters) are licensed by the states in which they do business.
Registered Investment Advisor (RIA) Registered with and regulated by the Securities and Exchange Commission (SEC) and/or the states in which they conduct business. Compensation paid to RIA firms is generally based on fees earned on assets under management.
Brokers are NASD (National Association of Securities Dealers) Registered Representatives that buy and sell securities on behalf of their clients.