Search results in category Consultants: Advisors and / or Planners
Found 9 records | Page 1 of 1
in Financial by David Bieber
Develops strategies to reduce taxes and maximize cash flow using clients goals. Specializes in employee benefits and 401(k)s. Works with individuals and corporate clients. Member, First Affirmative Financial Network, LLC.
Provides fee-only and flat-fee options. Clients often have faith traditions. Services include a full range of financial planning including retirement, education, life goals, etc.
in Financial by David Schreiber
Socially and environmentally responsible investing and financial planning. Member, First Affirmative Financial Network, LLC.
in Financial by David L. Meucci
'You vote with your dollars, you vote on election day, and you vote with your investments and savings.' Comprehensive socially responsible financial planning.
in Financial by Donna E. Clifford
Investments that align with your values and mission. Full range of investment services. Serving the non-profit, Unitarian Universalist, and GLBT communities. Member, First Affirmative Financial Network, LLC.
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 David Dobkin
A 'general practitioner' financial planner. Background in cohousing development has contributed to understanding of real estate issues. Especially interested in retirement planning and community investing. Treasurer of Bay Area Social Investment For
Wealth management services and advice on socially conscious and community investing for individuals, small businesses, nonprofit organizations, and retirement plans. Experienced instructor and speaker.