Search results in category Consultants: Advisors and / or Planners
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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.
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.
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.
'Change the world with your investing.' Advice to fiduciaries, trustees; financial planning; investment consulting; shareholder activism; financial, tax, estate, and business transition planning; SRI fee-based portfolio management; 401(k)s; same-sex
We believe the best way to make money for our clients is not to lose it. We are conscientious global investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong, enduring companies.
Providing socially responsible portfolio management services for both individuals and institutions. Clients' ethical concerns are fully integrated into the investment management process of each portfolio. Please call us for more information.