The Role of Financial Advisors in Crafting Investment Portfolios that Reflect Personal Values and Philanthropic Goals
A Journey Towards Purposeful Finance Today I want to share some insights into a topic that deeply resonates with my professional ethos and personal journey. It’s about the transformative role financial advisors can play in aligning investment portfolios with the personal values and philanthropic aspirations of their clients. This intersection of finance and values is […]
The Future of Finance: Legacy Planning with a Purpose Beyond Wealth Accumulation
A Personal Reflection As I sit down to share my thoughts on a subject close to my heart, I’m reminded of the journey that led me to where I am today. From my early days as a coin collector and as an Eagle Scout, where the seeds of leadership and wise investing were sown, to […]