How do they match: Personal Financial Advisors

  • Finance Consultant
  • Financial Consultant
  • Financial Relationship Consultant
  • Individual Pension Consultant
  • Insurance Consultant
  • Investment Consultant
  • Pension Consultant
  • Securities Consultant

  • Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.