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, YourStory Ep. 3 - Financial Literacy is Incomplete Without Financial History, ft. Phuong Luong, Principal Financial Planner at Saltbox Financial
YourStake, YourStory
46 minutes 5 seconds
3 years ago
YourStake, YourStory Ep. 3 - Financial Literacy is Incomplete Without Financial History, ft. Phuong Luong, Principal Financial Planner at Saltbox Financial
Welcome in 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.
Joining us today is Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial. She specializes in financial planning for individuals and families as well as sustainable investing, with a focus on ESG investing and regenerative investing in community loan funds, land trusts, and cooperatives -- to shift capital from extractive industries toward building a solidarity economy.
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.
