
0:00
18:14
Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:
Delivering values-aligned financial advice to improve people’s lives
Being thoughtful about the impact investments have on society and the environment
Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base
Have a money question? Email us here
Subscribe to Jill on Money LIVE
Subscribe to Jill on Money Newsletter
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Fler avsnitt från "MoneyWatch with Jill Schlesinger"
Missa inte ett avsnitt av “MoneyWatch with Jill Schlesinger” och prenumerera på det i GetPodcast-appen.