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NEVER STOP LEARNING! Chartered Sustainable Responsible Impact Investing Counselor Designation™ (CSRIC®)


Hey guys what is going on? I hope you are doing fantastic. In addition to my Certified Financial Planner™ designation, which I have had since 2005, I recently achieved the Chartered Sustainable Responsible Impact Investing Counselor™ (CSRIC®) designation.  The CSRIC® designation took me over 6 months of studying and taking a test to earn.  This is one of the things that I really love about my wealth management business, which is that it never gets boring. I am someone that gets bored very easily and very quickly and I guess I'm not bored yet because I have been working in the business for over 25 years! I'm someone who loves learning and learning new things and staying on the cutting edge of things not just for myself but for our clients.  The reason I decided to achieve the Chartered Sustainable Responsible Impact Investing Counselor™ (CSRIC®) designation is that I have had more and more clients asking me about this type of strategy and investing such as the ESG or Environmental Social and Governance strategy and rather than just doing an internet search to learn about it, which I did as well, I found this designation and it provided me access to all the research that the College of Financial Planning compiled on this subject to create the designation and a more focused way to learn about the topic of Sustainable, Responsible and Impact Investing.  I wanted to learn about the topic not because I am recommending this type of investing to my clients but I want to be able to answer their questions to the best of my ability to help them work towards their financial goals. If you would like more information about Sustainable Responsible Impact investing please let me know.  In addition, we are having another one of our Women Wealth Wellness and Wine workshops on April 20th so if you're a woman and you would like more knowledge and an action plan to give you a better foundation for financial security specific to women's issues please let me know and we would love to have you there!  Please RSVP by emailing me at or calling (734) 272-4322.  If there's anything my firm can do for any of you please let me know and we'd love to do so! Thanks, and have a great day!


This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy. The opinions voiced in this material are for general information only are not intended to provide specific advice or recommendations for any individual.

Securities offered through LPL Financial. Member FINRA/SIPC 


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