ESG & SRI Investing Strategies | Doing Well by Doing Good (feat. Jenny Coombs)
Paul talks with Jenny Coombs (Associate professor at the College for Financial Planning) about the increasingly popular investment trend known as Sustainable Responsible Investing (SRI). We cover definitions of the terminology, history & trends, investor profiles, and much more. About
Collabria Capital, Inc. is a San Francisco-Bay Area fee-only fiduciary financial planner & investment manager providing wealth management services to clients locally and virtually throughout the US.
Paul Saad, Co-Founder at Collabria Capital, Inc, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) focusing on comprehensive financial planning, personalized investment management, and equity/variable compensation.
April 8, 2022