Sustainable Wealth: How to Find a Climate-Aligned Financial Advisor

​This session is for anyone looking to make informed decisions about their financial future. Learn the ins and outs of hiring an investment advisor to see if it is right for you and your family.

​We'll cover:

• ​Understanding the different types of financial advisors and their roles in managing your finance

• ​Identifying the key factors to consider when selecting an advisor, such as experience, qualifications, fees, and investment philosophy

• ​Understanding the various fee structures and choose the one that best aligns with your needs

• ​Recognizing red flags to avoid when dealing with potential advisors

​By attending this presentation, you'll gain the confidence and clarity needed to make informed decisions about your investments and finances in a safe, no-judgment zone!

By registering for this event, you agree to share your information with GreenPortfolio.

​About GreenPortfolio

​GreenPortfolio is a nationwide advisor matching service that connects individuals with financial advisors specializing in wealth management with climate as a priority. Its free platform is designed for investors who demand both impact and growth from their money, working to decarbonize retail wealth at scale.