Search results in category Consultants: Advisors and / or Planners
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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.
Integrating your values with your financial goals through fee-only, hourly financial planning and socially responsible investment management. Member of the Garrett Planning Network and 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.
Fee-based non-commission financial planning, investment advisory, and consulting firm serving the NY metropolitan area. Access to wide range of resources, including private money managers, no-load mutual funds, and low-income housing and community de
'We can help align your investment needs with personal values and societal concerns.' Offering a full range of financial services and management of SRI portfolios.
Charleston SC/Ithaca NY/NYC. Since 1992 fee-only SRI financial life planner and investment advisor, specializing in comprehensive financial life planning. Strategic alliance with Gary Matthews, FAFN rep, serving the Carolinas, New York, New England.
A veteran financial advisor, economist and Certified Financial Planner, Gregory Wendt, CFP has been a practitioner of sustainable responsible & impact investing since 1991. He is Senior Wealth Advisor and heads the West Coast Effort for Stakeholders