As individuals, we express our values on a daily basis through the choices we make. But when it comes to investing, we often leave our individualities out of the picture. In this seminar I will show you ways to align your investments with your values. I will show you several resources that are accessible to the public where you can learn about the impact public companies are making on our society, and how to use this information in choosing your investments. Lastly, I will answer the question: Does this level of screening translate into lower performance than traditional investments?
Natalia Kimberg is a Financial Advisor with Raymond James, in the Cherry Creek office in Denver. Natalia believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and she is deeply committed to helping her clients realize their long-term financial goals. She provides a comprehensive approach to wealth management to individuals, families and businesses.
Natalia employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet her clients’ specific needs. She works diligently to meet her clients’ expectations with exceptional customer service and the intention of being their trusted wealth advisor for life.
Natalia began her career in financial services in 2007, in Toronto, Canada. She was part of full-service financial advice teams at TD Waterhouse and Scotia McLeod before getting an opportunity to work in the UK for Canada Life Insurance and Brooks Macdonald, an asset management firm in London. She received her undergraduate degree from the Schulich School of Business at York University (Toronto, CA). Natalia has attained the Chartered Retirement Planning Councilor (CRPC™), Wealth Management Specialist℠ (WMS℠) designation and the Accredited Asset Management Specialist℠ (AAMS®) designation from the College for Financial Planning. Natalia holds the Series 7, 66 and Colorado State Life & Health Insurance licenses.
Raymond James is not affiliated with the above organizations.