EPISODE · Apr 23, 2024 · 12 MIN
120. Where to find a financial advisor to help you invest according to your values
from Progressive Pockets: a podcast about the untapped power of our wallets to build the world we want · host Genet "GG" Gimja
Send us Fan MailHave 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:ValuesAdvisorhttps://valuesadvisor.org US Sustainable Investing Forumhttps://www.ussif.org/ Certified Financial Planner Board Directoryhttps://www.letsmakeaplan.org/ ICYMI related episodes you might enjoy: (both were recorded before the 2024 rebranding of this show)Episode 51 Activist InvestingEpisode 76 The Surprising Truth About What ESG Actually MeansConnect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email [email protected] for brand partnerships, business inquiries, and speaking engagements.Support the show
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Send us Fan Mail 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? Tod...
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120. Where to find a financial advisor to help you invest according to your values
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