ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

It’s being called a Megatrend – investors wanting to back up their concerns for the environment and social issues with their pocketbooks. It is sometimes called Green or Sustainability Investing using ESG or impact Funds. Is this megatrend part of a sound financial plan or a fad?

Watch the full episode, Portfolio With a Purpose: The Megatrend of Conscientious Investing

 

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