SRI Investing Mission Wealth

How Impact and Sustainable Investing Work into a Financial Plan

In Investments, Video/Podcast by Kristen Taylor

SRI Investing Mission Wealth

Impact and sustainable investing is a trend that has gained traction through the years. No longer is it considered something that is “the right thing to do,” it’s also a profitable way to align investment returns with one’s ideals and values.

“I joined Mission Wealth to be a part of a dynamic and passionate group of professionals with a strong commitment to the long-term financial health of their clients” said Kristen Taylor. “I was drawn to their comprehensive approach to wealth management and their caring culture, which focuses on empowering clients to lead more fulfilled lives. I am also proud to be part of a firm that strongly supports my passion for socially responsible and sustainable investing.”

In this podcast episode, Adam Torres and Kristen Taylor, MSFA, CFP®, Client Advisor at Mission Wealth, explore the future of impact and sustainable investing. Click on this image below to hear the podcast interview.

Kristen Taylor Minds Matter







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