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.
YourStake, Your Story Ep. 8- Why you ought to talk about societal issues with your money manager ft, Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners
YourStake, YourStory
46 minutes 38 seconds
3 years ago
YourStake, Your Story Ep. 8- Why you ought to talk about societal issues with your money manager ft, Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners
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!
We speak with Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners. She helps people connect their money to build the life, the legacy & the world they want to see. In this episode, she sits down with co-founder Gabe Rissman to talk about her pathway to ESG investing, why she wants her clients to talk about the issues they're considering along with their investing goals, and how a client's exampling what their beliefs mean is key to avoiding buzzwords and get to the root issues they're driving to invest towards and divest from.
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.
