Jack Schniepp, a financial advisor and the founder of Cascade Financial Strategies, discusses the value of choosing Socially Responsible Investments (SRI) when making a financial plan, with Liz Goodrich from the Deschutes County Library on this FREE WEBINAR. This approach allows clients to match their values with their portfolio selections. During the presentation Jack demonstrates how this is accomplished through incorporating Environmental, Social, and Governance (ESG) investment screening criteria.
Jack Schniepp is a Certified Financial Advisor (CFP) and his firm specializes in providing Socially Responsible Investing. Jack authors the SRIBend.com blog, now in its 6th year. It provides information about ESG issues and tips for selecting sustainable and responsible investments. CFS is the sole Central OR member of the US Forum for Sustainable and Responsible Investment (USSIF) which is one of the only organizations where financial advisors can access resources, ideas and the latest news regarding the sustainable investment realm.