- Socially Responsible Investing
About My Practice
We offer needs-based advice and investment management to help you align and integrate your needs with your values and your financial and life plan. We also assist with managing trusts, endowments, charitable giving, and retirement and estate plans, for individuals, small businesses, families, and non-profits.
We have over 20 years of experience as in financial planning and investment advice and management, for retirement, tax, estate and charitable planning for individuals, businesses and non-profits.
See our website www.investingwithheart.com for further helpful information and articles.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - ACCREDITED INVESTMENT FIDUCIARY (AIF), DC, BS
Advisory Services through Protected Investors of America, a federally Registered Investment Advisor with the SEC
Considerations: Fee-based and hourly services offered
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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