Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing!
We speak with Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners. She helps people connect their money to build the life, the legacy & the world they want to see. In this episode, she sits down with co-founder Gabe Rissman to talk about her pathway to ESG investing, why she wants her clients to talk about the issues they're considering along with their investing goals, and how a client's exampling what their beliefs mean is key to avoiding buzzwords and get to the root issues they're driving to invest towards and divest from.
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