Harry Moran is a 30-plus year veteran of the advisory profession. After beginning his career with as Regional Coordinator for an Albany NY-based mutual fund company, Harry joined Advantage Capital Corp. in 1988. In 1992, he joined Cornerstone Financial Advisors and Cadaret, Grant and Co., Inc. where he worked for 19 years before leaving to found Sustainable Wealth Advisors in September of 2011. He began working with sustainable investments in 1988 and made the commitment to specialize in this approach in 2001. As the owner and founder of Sustainable Wealth Advisors, Harry has been able to expand the practice he built at Cornerstone. He has been a network advisor with First Affirmative Financial Network since 2001 and was an Investment Advisory Representative (IAR) of Portfolio Resources Advisor Group, Inc. (PRAG) from 2011 until April 2021. Harry also served on the PRAG Investment Committee from 2018 until his departure in April 2021 to become a Founding Member of Sustainable Advisors Alliance, LLC. Harry resides in Saratoga Springs, NY with his wife Ellen. When not at work, you can find him out riding his bike, walking, or supporting the local art and music scene.
Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered SRI Counselor (CSRIC), a member of the National Association of Professional Financial Advisors (NAPFA), US Social Investment Forum (USSIF), Green America, and the First Affirmative Network.
He hosts the AIO Financial video, podcast, and blog series. Bill is the author of the “Sustainable, Responsible, Impact Investing Guide.”
Bill is the volunteer director of a charitable organization that provides financial education in Mexican called ProMex Group. Bill volunteers with No More Deaths to provide assistance to migrants in Mexico.
He received his BS in engineering from Lehigh University and his MS from Purdue University. Bill served in the Peace Corps in Nicaragua (small business development group). Bill has a wife and two daughters, is fluent in Spanish, and spends part of each year living in Mexico.
Bill loves technology and is continually working to improve his clients’ experience through new software.
Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. With close to two decades of experience in wealth management, Kevin has worked at several of the largest financial services firms such as Bank of America, Wells Fargo and Charles Schwab. While at Schwab, Kevin was responsible for advising stock plan participants at some of the largest tech companies in the San Francisco Bay Area, such as Apple, Facebook (Meta), Google (Alphabet), Twitter, Uber, and many others. In 2020 Kevin joined forces with several colleagues to help launch ECHO45, a boutique Registered Investment Advisor (RIA), where he served as the firm’s Chief Compliance Officer and Director of Planning Services, in addition to continuing to serve as a Financial Advisor to his own book of clients.
2020 proved to be not only an interesting time to launch a new firm, but also a historically important period in our country and around the world. After 2 years of helping to build and grow ECHO45, Kevin felt a calling to be doing something more. Having been brought up in a home with parents who served in the Peace Core, participated in the civil rights demonstrations in the 1960’s and were active in grassroots political campaigns, Kevin felt it was time to align his work with his ethos. “ImpactFI was born from the idea of creating a platform where investors can make a difference in the world around them while simultaneously accomplishing their own financial goals. Making money and making an impact don’t have to be mutually exclusive.” In April of 2022, ImpactFI opened its virtual doors for business.
When he’s not helping clients accomplish their financial and altruistic goals, Kevin and his partner, Sejal, enjoy taking advantage of life in the Bay Area with their dog, Nullah. An avid traveler and board sport enthusiast, from snowboarding in Canada to surfing in Sri Lanka, Kevin has visited 24 countries so far and looks forward to growing that list even longer. He’s also a self-proclaimed points and miles nerd. In 2019, he had the great fortune of being able to go on a surf and yoga themed sabbatical, during which he flew around the world, visiting 7 countries along the way, flying entirely in business class and almost entirely on points and miles!
As a Catholic, you look at money differently: it’s not your own but rather a gift from God to be used with prudent discernment.
And you need a financial advisor who views it the same way.
At Drexel Day Financial, you’ll receive financial advice from a faith-based, non-judgemental perspective – because I share your same values and can help you chart a course towards God’s future.
AUTHENTICALLY CATHOLIC – As a Catholic financial advisor, my passion is helping other Catholics eliminate financial barriers to living out their vocations. That’s why all of the services are aligned with the USCCB’s guidelines for investing your money morally.
INTO THE DEEP – How much easier would it be to answer God’s call if your finances were aligned with your spiritual goals? God is the ultimate planner, and my job is to help you discern and put that plan into action through structures that enable you “put out into the deep” and trust His providence.
https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png00Rachel Plotzkyhttps://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.pngRachel Plotzky2022-04-29 13:51:552022-05-05 14:47:50Tyler Hackenberg, CFP®, EA
As a third-generation financial advisor, Grant has been surrounded with financial literacy his entire life. He is passionate about empowering professionals and families to discover and reach their life goals while building a stable financial future. Through industry fee-only experience and extensive education, Grant has created a unique skill set to add value to clients at any stage of their career.
After graduating from the College of Charleston in Charleston, SC, he proudly joined the ranks of 5.23% of all CFP® professionals under 30. Grant is now a member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, and a volunteer with the Foundation for Financial Planning. He focuses on socially responsible investments (SRI/ESG), college planning, equity compensation, family planning, and those who like the outdoors. In addition, he holds designations as an Accredited Wealth Management Advisor, registered Series 65, and Chartered Socially Responsible Investment Councilor. As the head of financial planning for Hampton Park Financial Planning, he has been referenced in Time, Financial Planning Magazine, Policy Genius, and NextAdvisor.
Grant enjoys rooting for his hometown Chicago teams and spending time outdoors in his free time. If he’s not furthering his financial knowledge, he is likely tying flies and preparing for the next fly fishing trip with his yellow lab Willow and girlfriend Caroline.
Brett founded Impact Financial after spending nearly a decade working at some of the largest Registered Investment Advisory firms in the country. Brett held a variety of investment, tax, financial planning and business consulting roles, which contributes to his comprehensive approach that he maintains today.
During this time, Brett saw that there was a need for services tailored to each individual/family, considering businesses/private assets and tax complexities as well as opportunity to add more meaning to investments through impact investing (aligning investments with values). Brett founded Impact Financial to offer this comprehensive approach and to help people make the impact they want, not only once they’ve accumulated savings, but before and while accumulating assets as well.
Brett earned an undergraduate and master’s degree in personal financial planning from University of Illinois and Texas Tech University, respectively. After graduation, Brett earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and his Certified Exit Planning Advisor designation (CEPA).
Brett is also the Chicago chapter president of the Exit Planning Institute which is an organization that educates and connects advisors on business succession planning.
In his free time, Brett loves to catch a Cubs game or great concert. Brett and his wife, Jenny, also love being outdoors on a bike ride, a run or trying to learn to sail. Brett and Jenny currently split their time between Boston and Chicago.
I get it. Finding a Financial Planner that is a good match for you is not easy. The alphabet soup of credentials and terms can be confusing. I have been fortunate to have already served clients from coast to coast and from Alaska on down while based in Fairfax, VA. Why?
Like most firms, at Your Best Path we provide comprehensive financial planning, retirement planning, and investment management to help our clients.
There are a few things about my practice are different from the great majority of planners.
– The focus is exclusively on families in their peak earning years.
– Your Best Path serves individuals and families from from all walks of life. Therefore, I have no minimums for planning or asset management.
– As of 1/1/2022 our average managed asset household had $4 million under our management because I do not push asset management unless your situation is too complex for you to manage yourself, or you prefer to delegate that activity.
– I am a leader in the field of Sustainable, Responsible, and Impact Investing (SRI), having received the CSRIC designation – the first-ever certification for study in the investing with while considering Environmental, Social, and Governance
– I also have expertise developed over years working with clients from many branches of the Federal Government so I understand the intricacies of their various benefit programs.
Robert Persichitte, MPAcc, CPA, CFP®, started as an accountant, but his love of data analysis and communicating plans led him to finance. He believes money should never get in the way of life’s priorities. That’s why he focuses on investments that align with his beliefs specializing in Environmental, Social, and Governance (ESG) stocks and investing within his Catholic values.
Tax planning, setting goals, evaluating risk, and measuring the suitability of investments are all tools in service for caring for the whole person. To be a fiduciary, he believes it is essential to understand his clients and put their beliefs, goals, and values first.
He worked as a consultant for a big-4 accounting firm, served as director of the Volunteer Income Tax Assistance (VITA) Program at Metropolitan State University of Denver, and served as a public servant leading the data analytics team in the City and County of Denver Auditor’s Office.
Hi! I founded Hesperian Wealth to democratize access to great financial advice. No matter what stage of life you’re in or how much you have to invest, I can empower you to take control of your financial destiny. And through SRI/ESG investing, you can save toward your financial goals while supporting the issues important to you—in ways that can bring about real change.
My commitment to making an impact goes beyond the portfolio. I offer free financial planning each year to members of my community who can’t afford it. And I extend my clients’ reach by donating 10% of my investment management fees to organizations working tirelessly toward a better world.
A little about me: In my spare time, I enjoy life with my beautiful wife and young daughter, playing guitar, and in normal times, traveling the world. We especially love to visit the Pacific Northwest given my wife’s fascination with killer whales. My firm is based in Folsom, CA, but I call California’s Gold Country my home and love being close to the wine country and beautiful vistas of the Sierra Foothills.
CREDENTIALS
I am a CERTIFIED FINANCIAL PLANNER™, or CFP®, a designation that certifies I have met rigorous education, experience, and examination requirements and have made a commitment to CFP Board’s code of ethics.
EXPERIENCE
Before starting Hesperian, I was a vice president at a worldwide asset management network and large wealth management firm. I helped manage their professionals-only research service, guiding other financial advisors as a research consultant. Advisors both inside the firm and across the country relied on me as a trusted resource on sustainable investing, investment selection, portfolio management, and client communication. Now I apply my expertise in the service of my own clients.
EDUCATION
Executive Certificate in Financial Planning—Santa Clara University (2018)
Masters in International Business—Université de Nice-Sophia Antipolis (2013)
Masters in Business Administration—San Francisco State University (2012)
Graduate Degree in Business Administration—Université de Nice-Sophia Antipolis (2011)
Bachelor of Arts in Cinema—San Francisco State University (2008)
AFFILIATIONS
I am a member of the XY Planning Network, an association of independent investment advisors, and the Northern California Chapter of the Financial Planning Association, a nationwide professional organization for financial planners. I am also a member of NAPFA, the leading association of fee-only financial advisors. NAPFA-affiliated advisors take an oath to maintain the highest level of competency and place their clients’ interests first.
Hi! I’m Andrew Dressel, and I’m a Financial Planner with Abundo Wealth. We do things very differently here at Abundo. Our motto is ‘minimize fees, maximize life.’ We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves.
We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively.
We charge a flat monthly subscription for our service and nothing more. After that, it’s our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice.
If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.
