Kimberly Terry, CFP®, AIF

CONNECT

Address:

2323 Broadway
Oakland, CA 94612

Phone:

510-788-4071

Kimberly Terry

Sustainable, Responsible and Impact Investing (SRI)

The SRI investing disciplne includes all the investment protocols that traditional advisors follow with the added layer of in-depth environmental, social and corporate governance (ESG) research of corporations. Through SRI, investors make a conscious choice to direct investment capital toward companies that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, produce safe and useful products, and support efforts to promote world peace. 

Your values have a voice not only through the selection of SRI investments but also by utilizing the power of shareholder activism on numerous issues  with corporations worldwide. Your financial goals as well as your values will be honored. 

SRI has many names depending on an investors emphasis may be referred to as "active ownership", "community investing", "ethical investing", "green investing", "impact investing", "mission-related investing", "socially responsible investing"and "values-based investing", among others.

Services Include

Values-Based Financial Planning

SRI allows you to align your financial goals as closely as possible with your moral and ethical standards. You can achieve your financial goals, earn competitive returns and make a difference investing in companies that share your commitment to sustainability, equality, justice and environmental protections.

ESG Screened Portfolios

SRI is a process that integrates both quantitative and qualitative analysis. Quantitative analysis is used to select profitable companies while qualitative analysis evaluates corporate policies, practices, behaviors and impacts on society and the environment. what it takes to raise a family. ESG screened investments reduce risk and often outperform their industry peers.

Fiduciary Responsibility

Kimberly is a CERTIFIED FINANCIAL PLANNER™, CFP® professional and an Accredited Investment Fiduciary™. Unlike brokers and financial representatives who are held to a suitability standard. Kimberly upholds a fiduciary standard of care that protects and promotes her clients' best interests and long-term well-being.

Fee-Only

Fee-only simply means that you pay for the planning services you need; the focus is on financial planning and consulting services, not on commissions from financial product sales. You can be assured of unbiased advice that is in your best interest.

Fees for assets under management are transparent and fully disclosed. Fees are based on a percentage of assets under management and motivation to retain you as a client is aligned with your desire to grow your investment portfolio while benefiting from ongoing professional investment management services.

Qualifications

Kimberly is one of 18,077 female CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals nationwide, and has achieved the standard of excellence for financial planning through education, comprehensive exam, experience and ethics.

Kimberly has spent nearly a decade working with Registered Investment Advisory (RIA) firms. 

Prior to becoming a Certified Financial Planner™ and Investment Advisor, she spent several years in finance and real-estate as a fee-only Commercial Real Estate Appraiser specializing in subdivisions and other income producing properties.

As an Accredited Investment Fiduciary™ (AIF™) she received extensive training in the comprehensive investment process, related fiduciary standards of care, and commitment to excellence.

Professional Affiliations

  • Investment Advisor Representative, First Affirmative Financial Network, LLC
  • Member, US SIF - The Forum for Sustainable and Responsible Investment
  • CFP® Board Certified
  • Member, fi360
  • Member, Green America

Education

  • CERTIFIED FINANCIAL PLANNER™ Practitioner, College for Financial Planning
  • Accredited Investment Fiduciary™
  • Series 65 Investment Advisor License
  • Bachelor of Arts, Communications, Washington State University

Community Involvement 

Kimberly is involved with non-profits and sustainability groups around the Bay Area and is available to speak at your business or community event.

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