Episode 1 – James Brewer
Welcome in to the first episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing.
Joining us on our first episode is James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth Planning. Part of James' mission at Envision Wealth Planning is to empower people to make smarter money choices that are aligned with their values, goals, and passions. He’s been named to the 20 Best Financial Advisors by Chicago by Expertise in four of the last six years (2017, 2018, 2021, and 2022) and has a long track record of success in the industry.
James’ financial literacy work includes contributing to Forbes.com Personal Finance and 401(k), Investopedia, and his own blogs. He’s been syndicated by CNBC and quoted in Forbes. He has been called part wealth planner, part life coach, part architect, part cheerleader. He focuses on crafting plans that incorporate and honor each client’s unique values.
YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for socially responsible investing practices.
Each episode, we are joined by experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.
Dive in to this episode to hear about:
• James’ unique story about why he got into ESG (2:00)
• A different approach to ESG (13:59)
• ESG isn’t just “one size fits all” (25:34)
• Countering the myths and preconceptions of ESG (42:26)
• Helping people understand what ESG actually is (53:26)
Thank you to James Brewer for joining us in this episode! Be sure to tune back in every other week for a new episode of YourStake, YourStory and hear another amazing voice in the industry.