120. Where to find a financial advisor to help you invest according to your values

Progressive Pockets

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18d ago 12:02

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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

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Work With Me:

Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.

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