David Roth, BFA Financial Planner - ESG & SRI Investing | Insurance | Estate & Trusts | Retirement | Education
Gorge Sustainable Investing
Hood River, OR 97031
Our passion is providing customized sustainable financial planning for the good of all people, communities, and our Earth. Our motivation is to help people set and meet financial goals in alignment with their values. We specialize in socially responsible, impact, and environmentally conscious investing: Investments - stocks, bonds, mutual funds, ETFs, alternate investments. Insurance - life insurance, short/long term disability, key employee, buy/sell agreements. Financial Planning - retirement, education, charitable giving, estate and trusts, divorce settlements.
The importance of Behavioral Financial Advice and understanding the Emotions of Investing is a key component of comprehensive financial planning.
At Gorge Sustainable Investing (GSI), we are an independent full-service financial firm committed to helping clients (individuals and business owners) pursue their financial goals in a sustainable manner. We offer a wide range of financial products and services.
GSI is committed to providing outstanding customer service and individualized attention, utilizing proven strategies and techniques. Our process includes identifying our clients' goals and objectives, gathering data, processing and analyzing the data, presenting and implementing strategies, and monitoring the plan.