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CCWM’s Whole Wealth Advisor™ receives Chartered SRI Counselor (CSRIC™) Professional Designation

| December 19, 2019
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Please join us in congratulating Conscious Capital’s Whole Wealth Advisor™ Andrea Wolfe for receiving her Chartered SRI Counselor (CSRIC™) Professional Designation. Well done!

Issued by College for Financial Planning

 

Andrea is one of only 5 advisors in Connecticut to hold this designation!

It is our pleasure to congratulate Andrea Wolfe, a member of our Whole Wealth Advisor™ team at Conscious Capital Wealth Management, on earning this esteemed designation. You truly are leading by example in ensuring that your achievements will make a positive difference for your clients and for the world. Well done!

A CSRIC™ designee can design the optimal financial portfolio for clients while focusing specifically on environmental, social, and governance (ESG) factors and SRI principles.

 

“I am excited to be at the front of a global movement to bring awareness to the fact that the investment decisions we make today can have a profound, lasting impact on our economy, our environment and, most importantly, our quality of life for generations to come. Collectively, we can effect positive change by using our capital in a conscious way and aligning our values with our investments."

- Andrea Wolfe | Whole Wealth Advisor™, CSRIC™

 

Individuals who hold the CSRIC™ designation possess a foundation of knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. 

Read more about Andrea or contact her to learn about our holistic Whole Wealth Management™ services and your financial planning options.

 

Andrea L. Wolfe

Whole Wealth Advisor™, CSRIC™

DO GOOD – DO WELL – LIVE WHOLE

You're here for a reason, we're here to support you

Office: 1260 Boston Post Road, Westbrook, CT

Phone: 860-659-8299 ext 403

Email: awolfe@consciouscapitalwm.com

Virtual appointments available

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