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. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors
YourStake, YourStory
38 minutes 16 seconds
3 years ago
YourStake, YourStory Ep. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors
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 today’s episode, Gabe Rissman, YourStake Co-Founder and President, is joined by David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors, located in White Salmon, Washington. Fair Plant Advisors distinguishes itself as a Certified B Corporation with a mission to help people set and meet financial goals in alignment with their values. The firm specializes in socially responsible, impact, and environmentally conscious investing. Their vision is to provide customized sustainable financial planning for the good of all people, communities, and our Earth.
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.
