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Sustainable investing, also known as socially responsible investing, offers a growing number of options for investors interested in achieving goals beyond financial growth when building their portfolios. Along with analyzing a company’s bottom line, sustainable investing allocates investments toward those that have shown a commitment to solving global challenges such as climate change, social inequality, and unfair business practices in order to make a positive impact.
Join our live webinar as we discuss investing with social responsibility, and learn ways to align your investment portfolio with your values and the impact you want to make.
This seminar will be hosted via live webinar. Upon registering, we’ll email you the Zoom web link and instructions for attending.
Achieving meaningful goals takes preparation—my role is to ensure you are financially prepared to realize your dream. We will take a collaborative approach to your financial plan, using education and strategy to help you achieve your goals and empower you with financial confidence. Life is about creating memories and meaningful experiences. Through goals-based financial planning, I will listen to your vision for the future and make a plan to bring it to fruition—empowering you to be intentional about your financial choices and feel confident about your future.
We all look forward to the significant milestones in life, whether that be a family vacation, buying a home, or transitioning into retirement. Waiting until the last minute to make major financial decisions can create unnecessary risks to realizing these milestones. Achieving meaningful goals takes preparation—my role is to ensure you are financially prepared to realize your dream.
I have a Bachelor of Science degree in Marketing from Grand Canyon University. I hold securities licenses 7 and 66 as well as my Oregon and Washington Life and Health insurance licenses. Outside of the office, I am a family man who loves to travel, take photos, and record audio.
At this time, we are not presenting any in-person seminars in an effort to ensure the health and safety of our members and employees. Please visit onpointcu.com/events and select “Anywhere in Oregon or Washington” from the location options to see all upcoming live webinars.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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