Ep. 15 - Being financial activists - ft. Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, of Terra Blue Wealth Management

In this episode of Your Stake Your Story, we are joined by Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, the founders of Terra Blue Wealth Management, an ESG-only wealth management firm. Together they discuss how they met and founded Terra Blue, how they look at ESG investing, the role of activism and politics in investing, and share their experiences serving clients across wide generation gaps to accomplish the same goal: protect the planet, and have a strong financial future.In this episode, Gabe, Vanessa, and Maureen discuss:How Maureen and Vanessa tackle ESG investing with different generations of clientsHow social justice and activism are core to their workDebunking the ESG performance mythHow values-based investing is emerging as a component of their practiceAbout YourStake Your Story:The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for socially responsible investing practices.Each episode, we are joined by experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.Resources:Terra Blue Asset ManagementMaureen Maguire, CFP, AIF LinkedInVanessa Jilot, CFP, CRPC LinkedInYourStakeYourStake, YourStory Podcast Home