Ep. 6 - Investing with Your Values without Compromise

Ep. 6 - Investing with Your Values without Compromise

Hear from David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors on why investing with your values doesn't require compromise.

Gabe Rissman

Welcome to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing!

In today’s episode, Gabe Rissman, YourStake Co-Founder and President, is joined by David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors, located in White Salmon, Washington. Fair Plant Advisors distinguishes itself as a Certified B Corporation with a mission to help people set and meet financial goals in alignment with their values. The firm specializes in socially responsible, impact, and environmentally conscious investing. Their vision is to provide customized sustainable financial planning for the good of all people, communities, and our Earth.

David has been working in the financial industry for over 20 years. Fair Planet Advisors represents the culmination of David’s years of professional experience, combining his passion for protecting the goals and dreams of his clients, in a sustainable matter. David holds the designation of Certified Behavioral Financial Advisor™. He has a Bachelor of Science in Accounting, as well as Series 7 and 66 licenses, and Insurance Licenses for Annuity, Life, and Disability-based insurance products.

Michelina Roth is eager to use her passion for people and the people they care about in her work at Fair Planet Advisors. In both her professional and personal life, she enjoys building a sustainable world for all. She can often be found growing her half-acre garden or hiking on a back trail when she is not working with clients. She also serves on several community boards and projects, bringing her passion for individuals in those they love to this firm's mission, and helping build a sustainable world for all.

Like a traveler whose journey begins long after the point where another traveler gives up, Fair Planet Advisors begins the process of ESG investing with their clients with this in mind:

“What we what we say is, we really, truly believe if we, if we're going to change this world, collectively, together, we're going to change it so that our children and our children's children have a planet and have a future.”

Tune into this episode to hear all about:

  1. The beginning of Fair Planet Advisors (5:14)
  1. Asking advisors questions and getting into ESG investing (8:09)
  1. Better the planet through ESG with their firm (10:28)
  1. Taking risks with their firm to align with their values (15:36)
  1. The future of investing and planet sustainability (23:55)
  1. It all goes back to knowledge (33:52)
  1. The future of ESG: Where it is headed & the continuation of growth (35:36)

About YourStake Your Story:

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.

Resources:

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