Have you ever thought about hiring a financial advisor? Did you know that there are a growing number of financial advisors and money coaches that are specializing in offering services for clients who want to consider their societal values in their plans for their money? And did you know that there are even financial planners who can help your existing financial planner learn about socially responsible investing so you don’t have to get a new advisor if you don’t want one?
Today’s episode will cover a few different places where you can find financial planners who are committed to more than just the bottom line.
Links from today’s episode:
ValuesAdvisor
https://valuesadvisor.org
US Sustainable Investing Forum
https://www.ussif.org/
Certified Financial Planner Board Directory
https://www.letsmakeaplan.org/
ICYMI related episodes you might enjoy: (both were recorded before the 2024 rebranding of this show)
Episode 51 Activist Investing
Episode 76 The Surprising Truth About What ESG Actually Means
Connect With Genet “GG” Gimja:
Website https://www.progressivepockets.com
Twitter https://twitter.com/prgrssvpckts
Work With Me:
Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.
Support the Show.
126. Vegan Investing: How to Beet the Market! 🥕
125. Are there any prisons in your 401K?
124. What to ask a financial planner if you want them to consider your societal values
123. Poor People’s Campaign
122. How I switched to a more socially responsible index fund
121. New Book Alert: The Social Justice Investor by Andrea Longton
119. Investing According to Islamic Principles
Announcement
118. Maybe banks don't have to suck: An intro to CDFIs
117. 1% for the Planet
116. MacKenzie Scott's Giving Strategy and What We Can Learn From It
115. Where do American Muslims Donate Their Money?
114. Big Wallets, Bleeding Hearts: Support Groups for the Wealthy
113. Celebrating Black Philanthropy (Replay)
112. The Black Dollar Index
111. Is this stock anti-racist?
110. The legacy of Jazz and Philanthropy
109. Building a bridge between financial markets & social justice: Rachel Robasciotti, Founder of Adasina Social Capital
108. Pros and Cons of ESG investing
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