2013 National Green Page

2013 National Green Pages

Issue link: http://pubs.greenamerica.org/i/94194

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Page 111 of 197

Financial—Consultants: Advisors and/or Planners Asiel and Associates Financial—Consultants: Advisors and/or Planners Financial planners are professionals who help clients identify their financial goals and understand their levels of risk tolerance. They help formulate a long-term plan of action specific to the needs of each client. Planners often work to implement the plan, recommending investments consistent with the client's financial and social objectives, preferences, and tax situation. Planners may charge the client a flat fee or an hourly rate to design a comprehensive financial plan. There may be commissions or ongoing asset-based fees paid to the planner for implementing and overseeing investments within the plan. Comprehensive financial plans generally include budgeting and cash flow, net-worth analysis, risk management assessments, tax planning, education fund planning, and estate planning. Many financial planners advise businesses and institutions in addition to individual investors, and may have earned one or more of the following professional designations: Accredited Investment Fiduciary™ (AIF): A professional designation that recognizes knowledge and competency in the area of fiduciary responsibility. Holders of the AIF mark have successfully completed a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. Designees must be able to understand and articulate the legal and regulatory environment surrounding the fiduciary, be able to develop and implement an effective investment management process applying the principles of Modern Portfolio Theory, document all due diligence, and above all, treat their clients with the utmost prudence and care. Certified Financial Planner™ (CFP): CFPs have completed a two- or three-year course and comprehensive examination. Depending on the level of degree work completed in a collegiate setting, a CFP must have three to five years of financial planning-related experience prior to receiving the right to use the CFP mark, and must voluntarily ascribe to CFP Board's Code of Ethics. CFPs must obtain 30 hours of continuing education every two years in the body of knowledge pertaining to financial planning areas such as estate planning, retirement planning, investment management, tax planning, employee benefits, and insurance. Certified Public Accountant (CPA): Accountants often offer financial products/services, but CPAs with the "Personal Financial Specialist" designation have at least 250 hours of yearly experience in financial planning, and have passed an exam. Depending on the state, most CPAs are required to hold a college accounting degree. Chartered Financial Consultant / Chartered Life Underwriter (ChFc/CLU): These designations are awarded upon completion of a three-year course of study with the American College focused on taxes, estate planning, insurance, financial planning and portfolio management. Insurance agents (or life underwriters) are licensed by the states in which they do business. Registered Investment Advisor (RIA): Registered with and regulated by the Securities and Exchange Commission (SEC) and/or the states in which they conduct business. Compensation paid to RIA firms is generally based on fees earned on assets under management. "Brokers" are NASD (National Association of Securities Dealers) Registered Representatives that buy and sell securities on behalf of their clients. Allegheny Financial Group, Ltd. 0000009010 ALLEGHENY FINANCIAL GROUP, LTD. 100 Stone Quarry Crossing, 811 Camp Horne Rd. Pittsburgh, PA 15237 Firm's mission is to help individuals and organizations achieve responsible financial management, as well as a greater sense of security and a legacy of goodwill. SEC-registered investment advisory firm offering tailored programs combining financial planning, portfolio management, market analysis, risk management, and business and estate planning. Also serves the needs of retirement plans, trusts, endowments, and foundations. • Account Minimum: $250,000. rschutzman@alleghenyfinancial.com www.alleghenyfinancial.com The services of Allegheny Investments, Ltd., an FINRA registered broker-dealer, are available to the clients of Allegheny Financial Group, Ltd. T (800)899-3880 P (412)536-8018 F (412)536-8088 0001065924 ASIEL AND ASSOCIATES P.O. Box 81969 A full-service independent financial services firm since 1985. Specializes in socially and environmentally responsible investing and retirement planning. Offers life and long-term care insurance. ahouvas@cox.net www.ahouvasteinhaus.com Securities by licensed individuals through Investacorp, Inc. A registered Broker/Dealer, Member FINRA, SIPC. San Diego, CA 92138 T (800)760-2840 P (619)640-0011 F (619)640-0960 Autenrieth, Aline; Progressive Asset Management/ Financial West Group, Inc 0000009286 Aline Autenrieth PROGRESSIVE ASSET MANAGEMENT/ FINANCIAL WEST GROUP, INC 1150 Schurman Dr. S., Ste. 111 / Salem, OR 97302-5899 P (503)991-5379 F (503)689-1755 Implementing financial strategies enhancing quality of life, affording opportunities for making meaningful contributions, protecting the environment, working for justice, fostering world peace, nurturing your future. aautenrieth@fwg.com www.progressiveassetmanagement.com Securities and investment advisory services offered through Financial West Group (FWG), Member FINRA/SIPC. Member of the Progressive Asset Management Network, the socially responsible investment division of FWG. Office of Supervisory Jurisdiction: 1755 Gablehammer Road, Westminster, MD 21157-3953. (410)751-7054. Azzad Asset Management 0000009783 AZZAD ASSET MANAGEMENT 3141 Fairview Park Dr., Ste. 460 Falls Church, VA 22042 Has been managing socially responsible portfolios since 1997. Sponsors a wrap program for retail clients who demand a comprehensive investment solution using asset allocation, rebalancing, socially responsible screening, and a unique broker platform. Also manages and is the investment advisor to the Azzad Funds. For institutional clients, Azzad manages international and real estate model portfolios. • Account Minimum: $500,000. info@azzad.net www.azzad.net The Azzad Funds are available through prospectus only. Please contact us for a free copy. P (703)207-7005 x101 F (703)852-7478 Bowen, Emily; Emily C. Bowen PLLC 0001153845 Emily Bowen, CFP® EMILY C. BOWEN PLLC 205 N. 1st St. / Ann Arbor, MI 48104 P (734)662-6705 F (734)662-4151 "Earth-friendly investing." Utilize your assets for environmental change, social justice, and financial return. Love to educate in SRI. Member, First Affirmative Financial Network. ebowen@fwg.com Progressive Asset Management Group™ is the socially responsible investment division of Financial West Group (FWG). Securities and investment advisory services are offered through Financial West Group, member FINRA/SIPC. Branch office 1755 Gablehammer Rd., Westminster, MD 21157. (410)751-7054. Boyd, Kyle; Altavista Wealth Management W000223227 Kyle Boyd ALTAVISTA WEALTH MANAGEMENT Two Town Square Boulevard, Ste. 315 Asheville, NC 28803 Brill, Hal; Natural Investments LLC 0000009279 Hal Brill, MANAGING PARTNER, AIF® NATURAL INVESTMENTS LLC P.O. Box 747 / Paonia, CO 81428-0747 Financial activist serving SRI clients since 1989. Co-authored Investing with Your Values: Making Money & Making a Difference (New Society: 2000). Please see Natural Investments LLC. hb@naturalinvestments.com www.naturalinvestments.com Natural Investments, LLC is an Investment Advisor registered with the SEC. Bryan, Jan; First Affirmative Financial Network 0000009339 Jan Bryan, CFP®, AIF® FIRST AFFIRMATIVE FINANCIAL NETWORK P.O. Box 10550 / Prescott, AZ 86304-0550 T (888)240-5913 P (928)771-0052 Assists clients in obtaining the highest investment value, consistent with their personal values and goals. Builds long-term relationships, provides timely information, and emphasizes straightforward evaluation of goals. • Account Minimum: $300,000. jbryan@janbryanSRI.com Investment Advisory Representative of First Affirmative Financial Network, LLC, an independent Registered Investment Advisor. (SEC File #801-56587) Wealth management and Trust services. Registered investment advisory firm. kboyd@altavistawealth.com P (828)684-2600 F (828)684-2680 www.altavistawealth.com Buttfield, Scott M.; Buttfield & Associates 0000009442 Scott M. Buttfield, CFP®, AIF® BUTTFIELD & ASSOCIATES 24 Arthur Pl., P.O. Box 731 / Red Bank, NJ 07701-1708 P (732)747-9473 F (732)747-9380 Comprehensive financial planning and asset management with an SRI focus. Financial planning includes: cash flow management, risk management, education, investment, tax, retirement, and estate planning. Member, First Affirmative Financial Network. • Account Minimum: $500,000. sbuttfield1@verizon.net Investment Advisory Representative of First Affirmative Financial Network, LLC, an independent Registered Investment Advisor. (SEC File #801-56587) Callaway, Mark; Mark Callaway 0001019779 Mark Callaway, SENIOR VICE PRESIDENT 3280 Peachtree Rd. NE, Ste. 1900 / Atlanta, GA 30305 P (404)264-4288 F (404)935-9851 Mark provides comprehensive wealth management strategies. He focuses on multi-generational wealth. He designs socially responsible investing portfolios for those who want to truly align their values with their investments. • Account Minimum: $1 million. mark.c.callaway@mssb.com www.fa.smithbarney.com/callaway This information is intended only for individuals residing in states where this financial advisor is properly registered. Cambridge Associates W000239307 CAMBRIDGE ASSOCIATES 2730 Sand Hill Rd., Ste. 200 P (650)854-8400 Menlo Park, CA 94025 "Cambridge Associates advises on the development and execution of well-crafted strategies that align our clients' investments with their mission and social values. With a dedicated team and a growing database of funds across asset classes, we explore opportunities that support clients' mission-related interests within the context of their overall investment objectives." Cambridge Associates is a privately held independent consulting firm that provides consulting and advisory services. We strive to help global institutional investors and private clients meet or exceed their investment objectives providing proactive, unbiased advice grounded in intensive and independent research. Founded in 1973, we serve more than 900 clients globally from our offices on four continents. Carroll, Charles; New Outlook Financial, LLC 0001159183 Charles Carroll NEW OUTLOOK FINANCIAL, LLC 813 SW Alder St. / Portland, OR 97205-3121 P (503)621-2039 F (503)296-2723 Fee-only, hourly financial planning and sustainable investment management for people from all walks of life who care about all forms of life. Member, First Affirmative Financial Network. • Account Minimum: No minimum for fee-only, hourly financial planning; sustainable investment management: $50,000 minimum. info@new-outlook.com www.new-outlook.com New Outlook Financial, LLC is a Registered Investment Advisor with the State of Oregon. New Outlook Financial, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Cartier, Catherine; Camejo Group 0001249997 Catherine Cartier, FINANCIAL ADVISOR CAMEJO GROUP 1814 Franklin St., Ste. 503 / Oakland, CA 94612 T (800)471-7244 P (510)587-0800 F (510)380-6662 Specializes in custom-designed portfolios for the individual investor concerned with preservation of principal, market returns, and following socially responsible guidelines. ccartier@fwg.com www.camejogroup.com Securities offered through Financial West Group (FWG). Member FINRA/SIPC. The Camejo Group and FWG are unaffiliated entities. Chen, Catherine; RBC Wealth Management W000232171 Catherine Chen, CIMA® RBC WEALTH MANAGEMENT 345 California St., 29th Fl. / San Francisco, CA 94104 T (866)408-2667 P (415)445-8308 F (415)445-8313 Part of a team of SRI consultants, SRI Wealth Management Group at RBC, that conducts long-term investment planning, asset allocation analysis, shareholder advocacy, and third-party money manager recommendations and monitoring. Enables clients to use capital markets to create social change by investing with their values. catherine.r.chen@rbc.com This information is not intended to be used as the primary basis of investment decisions. Because of individual client requirements, it should not be considered as advice designed to meet the particular investment needs of any investor. Work Green at GreenBusinessNetwork.org 108 KEY TO SYMBOLS: M = Mail Order/Catalog W = Wholesale R = Retail Store B = Business to Business Services i = Online Sales H = FREE or Special Offer Special Financial Section

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