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. 9 - The Future of Investing should be Values-Based ft, Meghan Lape-Lefevre, AFC®, CFP®, EA®
YourStake, YourStory
21 minutes 28 seconds
3 years ago
YourStake, Your Story Ep. 9 - The Future of Investing should be Values-Based ft, Meghan Lape-Lefevre, AFC®, CFP®, EA®
In this episode, Gabe Rissman talks with Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial. Meghan founded her practice in 2020 while in Germany and has since moved to Colorado where she uses values-based investing to align her clients' beliefs with 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.
