Stephen J. Siegel CFP ®, AIF®, First Affirmative Financial NetSocially and Environmentally Responsible Financial Planning and Investing.
(
Free listing.
Entered February, 2008
Last login December, 2010
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WebSite:
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www.firstaffirmative.com/advisors/s/stephen-siegel
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E-mail this Business
Contact: Stephen J. Siegel
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Address:
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| City,
State: |
Baltimore,
Maryland
Zip:21208
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| Phone:
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800-600-0686
2nd Phone:
410-764-6476
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Fax: |
410-764-6476
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Description:
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Online ordering:
No
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Stephen J. Siegel's fee-only financial consulting practice focuses on providing
socially and environmentally sound financial plans and investments congruent
with his clients' values or mission. We help our clients develop holistic
strategies that reflect their financial, personal and social goals. We provide
independent socially responsible investment and financial consulting services
for individuals, trusts, businesses and nonprofits.
As an Investment
Advisory Representative of First Affirmative Financial Network, LLC, a
nationwide network of investment professionals specializing in socially and
environmentally responsible investing, our client services include establishing
investment policies and managing portfolios as well as comprehensive financial
planning.
Mr. Siegel has been a financial consultant since 1987 and has been
a CERTIFIED FINANCIAL PLANNER™, certificant since 1990. In 2003, he earned the
Accredited Investment Fiduciary™ designation from the Center for Fiduciary
Studies.
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Focus:
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1) Finance / Business planning
2) Professional Services (legal/eng./etc)
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Member of:
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Harnessing economic power—the strength of consumers, investors, businesses, and the marketplace—to create a socially just and environmentally sustainable society. |
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US membership association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing. |
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To discover, model, and communicate what a sustaining human presence could become in the Baltimore region |
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