Position:
Founder, Director of Strategy & Advisory Services at Goodfunds Wealth Management
Work:
Goodfunds Wealth Management
- Greater Seattle Area since Aug 1986
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Founder, Director of Strategy & Advisory Services
First Affirmative Financial Network, Investors Advisory Board
Mar 2002 - Jun 2013
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Member, at large
Cascadia Revolving Fund
- Greater Seattle Area 1986 - 2005
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Finance Committee Member
Social Justice Fund Northwest
1998 - 2001
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Executive Board, Treasurer
Goldfinger & Simon
1979 - 1985
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Auditor
Education:
Center for Fiduciary Studies 2003 - 2003
AIF®, Accredited Investment Fiduciary®
College for Financial Planning 1991 - 1993
CFP®, Certified Financial Planner®
California State University-Dominguez Hills 1979 - 1982
Bachelor of Science, Business Administration
Interests:
... connections with sustainability and responsibility based foundations, organizations, and citizens that might be interested in improving and aligning their investment accounts,
... all things about sustainable investing, socially responsible investing, community investing, and shareholder advocacy.,
... talking with SRI colleagues and support staff who wish to collaborate or work together building a virtual office arrangement.
Honor & Awards:
Outstanding Service Award and "Leading Advisor Serving Socially Conscious Investors" from First Affirmative Financial Network, 2009 - 2011
Advisor of the Year 2004 (Calvert Foundation)
Bar Mitzvah--5731, Elul 21
Community Investing Achiever--since inception of the program (Social Investment Forum)
Peak Performance (First Affirmative Financial Network)
Stewardship Investing Star (MMA)
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Accredited Investment Fiduciary, Fiduciary 360