Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
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Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
Ep. 10 - Using an AND approach to creating good in the world - ft. Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial.
YourStake, YourStory
32 minutes 24 seconds
3 years ago
Ep. 10 - Using an AND approach to creating good in the world - ft. Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial.
Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing. In this episode, Gabe Rissman talks with Michael Reynolds of Elevation Financial. Michael is the founder and an investment advisor, SRI counselor, and accredited investment fiduciary at Elevation Financial. He transitioned to financial services after his previous job as the founder and head of his digital marketing agency for 23 years. What drove the transition to starting as an RIA was the ability to work with individuals and families directly again and help drive meaningful change in their lives and aligning a client’s values to their investments.
YourStake, YourStory
Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
