Socially Responsible Investing Financial Planner
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Socially responsible investing - Socially Responsible Investing or Socially Responsible Investment, often abbreviated to SRI, is an umbrella term for a philosophy of investing by both financial and social criteria. SRI investors seek to align their personal values and financial goals by choosing to invest in companies ...
Certified Financial Planner - The Certified Financial Planner (CFP) and certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc.to individuals who meet education, examination, experience and ethics requirements.
Financial planner - A financial planner is a professional who helps people with various financial needs including: college planning, retirement planning, investments, life insurance, estate planning and more. Specifically, a financial planner creates a detailed strategy for meeting a client's specific goals based on the client' ...
Ave Maria Mutual Funds - Ave Maria Mutual Funds is a mutual fund family that targets clients interested in financially sound investments in companies that do not violate certain religious principles of the Roman Catholic Church. Often described as socially-responsible investing (SRI), but more accuratedly in the case of Ave Maria Mutual Funds, morally-responsible investing (MRI).
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