Search results in category Financial
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Found 1201 records | Page 3 of 121
in Financial by Kathleen Leonard
Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, advocacy, community investing and philanthropy consulting. Helps clients to reflect their values in their inv
in Financial by Mark Callaway
Mark provides comprehensive wealth management strategies. He focuses on multi-generational wealth. He designs socially responsible investing portfolios for those who want to truly align their values with their investments.
Comprehensive financial planning and highly customized asset management strategies for socially and environmentally conscious investors.
Veteran financial advisor, economist and CFP, Greg is considered a thought leader in the field of sustainable and responsible investing. Greg is head of the west coast office and Senior Wealth Advisor with StakeHolders Capital in Santa Monica.
in Financial by Dwain Gump
Twenty-six years in the profession of investment advice with twenty years helping socially concerned investors select and manage social mutual funds and other social investing options. Member, First Affirmative Financial Network, LLC.
in Financial by Gary Matthews
Fee-only financial advisor serving clients nationwide. SRI investment management and life planning -- wealth management for the good of people and the planet. Member, First Affirmative Financial Network, LLC.
Financial professional with over 30 years investment experience. A Certified Financial Planner since 1987, he is an advocate for a stewardship approach to money, socially responsible and green investments. Member, First Affirmative Financial Network.
Socially responsible investing for individuals and institutions. Company provides personalized investment management services, participates enthusiastically in shareholder activism, and makes prudent investments with institutions working to revitaliz
in Financial by Michael Kramer
Investment advisor exclusively managing SRI opportunities. Firm provides fee-only management and hourly consulting services, since 1985. See the 'Natural Investments LLC' listing in this section. Member, First Affirmative Financial Network, LLC.
in Financial by Linda Jacobs
Financial planning and SRI management. Customized screening and allocation to reflect clients' life, financial, and social goals. Full spectrum of investments and insurance products (life, disability, long-term care). Accredited investment fiduciary.