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Expanding What’s Possible With Money Part One
Published 11 months ago
Description
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
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