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Kimberly Terry, CFP®, AIF

2323 Broadway
Oakland, CA 94612
Phone:
  • 510-788-4071

Values-Based Investing

Screened portfolios designed to make a difference and meet your financial goals

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Financial Planning

Customized financial plans tailored to your unique needs and core values

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About Kimberly Terry

Helping you achieve your financial goals without compromising your values

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Welcome, I'm Kimberly Terry

You are about to enter the exciting world of sustainable, responsible and impact investing (SRI).

My goal is to provide you with current, state of the art investment information. If you are new to SRI, I'm prepared to walk you through the process and look forward to answering all your questions.

Whether you are a new or more seasoned investor looking to align your values with your investment dollars, I can help you address your short, intermediate and long-term financial goals within an SRI fiduciary framework.

One of the greatest myths around SRI investing is that you sacrifice performance in order to include personal values in your decision-making.  This is not true!  As you will soon discover, companies with better, environmental, social and corporate governance profiles often carry less risk and are better long-term investments.

Video by Pax World Investments

 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck