Allan Moskowitz, CFP, AIF
  • Male
  • El Cerrito, CA
  • United States
Share on Facebook Share on Facebook Share

Allan Moskowitz, CFP, AIF's Friends

  • Phillip Ciaramitaro
  • Tina King Neuhausel

Allan Moskowitz, CFP, AIF's Discussions

Move your serious money to more sustainable and higher impact options

Self-Help Credit Union should be first on your 10 best CU list.  Your deposits help support reducing poverty with dignity. Self-Help CU has been helping reduce poverty for several decades and have…Continue

Tags: options, for, greater, impact!, sustainable

Started Jan 11, 2017

 

Allan Moskowitz, CFP, AIF's Page

Profile Information

What brings you to the SCOCO Network?
Sustainable Responsible Impact (SRI) Investing, and Financial Planning

Do you want to move your money to have real impact, and not just your bank accounts?

We provide high social and environmental impact investments for our clients who want to make a difference in the world.  Are your retirement funds supporting corporations that you don't really want to?  Would you like more sustainable alternatives?  We can help you.  We offer free initial consultations to answer your questions and review how we may be able to help you align your investments with your values; and we are fee-only.  Call for an appointment at 510-524-5500 or visit our website at www.investingwithheart.com ;

Be the change you want to be in the world!

Comment Wall

You need to be a member of Sustainable Contra Costa Network to add comments!

Join Sustainable Contra Costa Network

  • No comments yet!
 
 
 

© 2020   Created by SCOCO.   Powered by

Badges  |  Report an Issue  |  Terms of Service