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.
Coleman Webb, CFP®
Trust and communication are the keys to building strong relationships and strong futures. I want to understand what is truly important to you so we can frame every decision through that lens. We will use a goals-based approach to develop a financial plan that helps you stay focused on what matters most to you. There is no “one-size-fits-all” approach to financial planning so you know you will get a plan that is customized just for you and your needs. My job is to always give you the best guidance for your unique situation so that you may reach the life and retirement you want.
I have helped families plan and execute their retirement vision since 2010. I hold a Bachelor of Science degree in Economics from Western Oregon University and am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I hold securities licenses Series 7, 6, 63 and 65 as well as the Oregon Resident Life and Health Insurance license.
In my free time, I enjoy hiking in the Pacific Northwest, working on DIY home projects and spending time with my wife, young daughter, and two dogs.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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