In this episode we are joined by Shilpa Andalkar. Shilpa is a wealth manager at Ensemble Capital, a San Francisco-based firm that provides investment management for families, trusts and foundations.  Earlier in her career, Shilpa worked in the non-profit space —specifically in efforts to improve air and water quality in California. She is passionate about serving mission-minded investors.

In this episode we discuss:
- Why philanthropy is an important aspect of a financial plan - The benefits of unifying charitable objectives in a more strategic way - How financial advisors can introduce charitable giving to clients