EPISODE · Oct 5, 2025 · 12 MIN
Expanding What’s Possible With Money Part Two
from MoneyWatch with Jill Schlesinger · host CBS News
Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:Delivering values-aligned financial advice to improve people’s livesBeing thoughtful about the impact investments have on society and the environmentPromoting change in the financial services industry to create and serve a more diverse and equitable profession and client baseHave a money question? Email us hereSubscribe to Jill on Money LIVESubscribe to Jill on Money NewsletterYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney
What this episode covers
Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas: Delivering values-aligned financial advice to improve people’s lives Being thoughtful about the impact investments have on society and the environment Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney
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Expanding What’s Possible With Money Part Two
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