Fee-Only Socially Responsible and Green Investing, Financial Planning and Portfolio Management, with your Sustainability and Stewardship values in mind
With over twenty years of experience in socially responsible investing, we can provide you with advice towards achieving your financial goals without sacrificing your beliefs.
Client Services
- Personalized Comprehensive or Modular Financial Planning
- Fee-only Investment Management based on your unique individual needs, goals and values
- Ongoing Active Risk Management and Performance Reporting
- Retirement Plan Set Up and Management (401(k), 403(b), SEP, IRA, ROTH, etc.)
- Education and College Funding-529 plans, UGMA/UTMA's
- Trust Management, Estate and Tax Planning
- Community Investment, and Charitable Planning
- Life, Health, Disability and Long Term Care Insurance (CA LIfe Insurance # OC43840)
- Access to No-Load SRI Mutual Funds and World-Class Institutional Third Party Money Managers with independent custodian Charles Schwab & Co. Inc.
We also work in conjunction with your other tax, insurance, and legal advisors for your benefit.
We offer a complementary initial no-obligation consultation and free second opinions
Contact: If local call us at 510-215-6700 or amoskowitz@protectedinvestors.com or long distance by calling 877-322-0772. We are here to assist you!
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(Separate from your financial plan or our role as financial planner, we may recommend the purchase of specific investment or insurance products. Specific product recommendations are not part of the financial plan and you are under no obligation to follow them. However, we can assist with implementation should you choose to follow our recommendations).
Advisory services offered through Protected Investors of America, a Federally Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). Progressive Wealth Management and First Affirmative Financial Network are not affilitates or subsidiaries of Protected Investors of America.
