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Show Notes
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
Have a money question? Email us here
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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