Art of Money Podcast

What happens when money meets social justice with Rachel Robasciotti.


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My jaw dropped when I heard this term:
Social justice investing.
I was already intimately familiar with SRI - socially responsible investing. But social justice investing?! This is a whole new level of leveraging money for social change. I knew I had to talk to the woman who coined the phrase: Rachel Robasciotti.
Rachel is a pioneer in the money field in many different ways. She’s a young, queer woman of color in a field that’s 68% male and 77% white. She became a financial planner at a very young age — so she’s simultaneously young and got 20+ years’ experience.
Perhaps most importantly, Rachel’s woman-owned, independent investment firm, Robasciotti & Philipson, is doing things SO differently: lower minimums to invest; integrating emotional intelligence into financial decision making; strategic investing to make major social impact. I am incredibly inspired!
Plus, their clients are 80% women, 70% LGBTQ, and 100% progressive.
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Art of Money PodcastBy Bari Tessler

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