Socially responsible financial planner
I'm looking for a fee only financial planner who focuses on/supports socially responsible investing. Someone to consult with & perhaps follow up with periodically. For personal use. The few postings I found are all years old. I've encountered Comunitas: https://www.communitasfinancial.com, & North Berkeley Investment Partners: https://northberkeleywealth.com. Anyone familiar with either? Thanks & stay safe!
Mar 16, 2021
Parent Replies
Another suggestion- we worked with Tanya at Redwood Grove and she's been great. She's very interested and up-to-date on socially responsible investing options. She also does a flat fee plan which we really appreciated.
https://redwoodgrovewm.com/
I've been working with Autumn Kruse for years and she's terrific.