First Affirmative Financial Network

Now Is the Moment for Women Advisors and ESG Investing

The Forthcoming $30 Trillion Wealth Transfer to Women

by Theresa Gusman, Chief Investment Officer of First Affirmative Financial Network 

An enormous transfer of wealth is underway in America that presents an historic opportunity for the financial services industry and specifically for women advisors and customized ESG investing. Female advisors – though they are outnumbered by their male counterparts by more than four to one – are better positioned to guide the clients on the receiving end of this transfer.

Our Money Stories: From Brooklyn to Asia with Love


by Danielle Burns, Head of Business Development at CNote 

After college, I started to work in a meaningful career and my passion began to shift towards creating an environment for myself that I could be proud of and fully support. I started to think more holistically about money. How would it contribute not only to my life but to the lives of others around me? I wanted my money to support both the tangible and intangible needs and desires. I also knew that I didn’t want to be defined by money whether in the red or black.

Shareholders File Resolutions to Press Fossil Fuel Companies on Low-Carbon Strategies, Carbon Asset Risk

Investors probe oil and coal companies on potential for ‘stranded assets’ as climate policies, efficiency standards and clean energy take hold
Press Release

BOSTON, February 12, 2014 /3BL Media/ - On the heels of the Investor Summit on Climate Risk at the United Nations, a half-dozen investors today announced the filing of shareholder resolutions with 10 fossil fuel companies, including Exxon Mobil, Chevron, Southern Company, Hess, Anadarko, Devon, Kinder Morgan, Peabody Energy, FirstEnergy and CONSOL Energy seeking an explanation of their strategies for competing as the world moves toward a low-carbon global economy.

Jantzi-Sustainalytics to Sponsor 2010 SRI in the Rockies Conference

Global Leader in Sustainability Analysis Top Supporter of National Investment Conference
Press Release

(3BLMedia/theCSRfeed) Colorado Springs – October 14, 2010 – SRI in the Rockies, the largest and longest-running conference for the sustainable and responsible investing (SRI) industry in the world, has identified Jantzi-Sustainalytics as a Benefactor level sponsor of the 21st annual conference. 

Subscribe to First Affirmative Financial Network