CommunityInvest.org

Financial Advisers & Money Managers:

Financial planners are professionals who help clients identify their financial goals and understand their risk tolerances. They help clients formulate a long-term financial plan. Money managers typically invest portfolios for highnet-worth individuals and institutions. The advisers, planners, and money managers listed below have a special expertise in community investing and have reached the 1% in Community goal across their entire client base.

Access Capital Strategies, LLC, Cambridge, MA, (617)576-5858, www.greenpages.org/detail.cfm?List_Key=14943

Celnicker, Edward, Madison, WI, (608)233-9661, www.acsinvest.com

CRAFund Advisors, Inc., Weston, FL, (877)272-1977, www.crafund.com

Cunningham, William, Minneapolis, MN, (612) 822-9605, www.creativeinvest.com

Dobkin, David, Berkeley, CA, (510)549-8275, www.greenpages.org/detail.cfm?List_Key=14248

First Affirmative Financial Network, Colorado Springs, CO, (800)422-7284, www.firstaffirmative.com

Freund, Ron, Evanston, IL, (800)776-7972, www.socialequity.com

Garvan, Greg, Ithaca, NY, (877)644-8042, www.moneywithamission.com

Heartland Financial USA, Inc., Dubuque, IA, (866)397-2133; www.HTLF.com

Herbert, Bruce, Seattle, WA, (206)522-1944, www.newground.net

Jacobs, Linda, Berkeley, CA, (510)549-8777, www.greenpages.org/detail.cfm?List_Key=14251

Kleven, Karen, Kensington, CA, (510)528-5824, www.protectedinvestors.com

Leenson, Eric, Concord, CA, (800)701-4713, www.progressive-asset.com

Lent, Michael, New York, NY, (800)659-8189, www.greenpages.org/detail.cfm?List_Key=14443

Leonard, Kathy, Boulder, CO, (800)877-5760, www.socialfunds.com/kleonard

Loring, Wolcott, & Coolidge, New York, NY, (617)523-6531, www.lwctrust.com

Loving, Andy, Louisville, KY, (800)290-1816, www.greenpages.org/detail.cfm?List_Key=14201

Lowell, Blake, & Associates, Boston, MA, (617)422-0064, www.lowell-blake.com

McClain, Laurie, Eugene, OR, (800)386-1908, www.McClainSRI.com

Medley, B.J., Tulsa, OK, (918)560-0171, www.greenpages.org/detail.cfm?List_Key=14513

Moore, Joyce, Macungie, PA, (610)966-6127, www.jmfs.com

Packer, Eric, Wellesley, MA, (800)327-7003, www.greenpages.org/detail.cfm?List_Key=14463

Peck, Christopher, Sebastopol, CA, (707)758-0171, www.Holistic-Solutions.net

Prentiss Smith and Company, Inc., W. Brattleboro, VT, (800)223-7851, www.prentiss-smith.com

Principle Profits, Inc., Amherst, MA, (800)972-3289, www.principleprofits.com

Progressive Asset Management, Concord, CA, (800)786-2998, www.progressive-asset.com

Progressive Investment Management, Portland, OR, (877)211-0034, www.progressiveinvestment.com

Seid, Judith, La Mesa, CA, (619)698-4330, www.greenpages.org/detail.cfm?List_Key=14240

Siegel, Stephen, Baltimore, MD, (800)600-0686, www.greenpages.org/detail.cfm?List_Key=14208

Smith, Eric A.,CFP, Seattle, WA, (800)878-2344, www.goodfunds.com

The Social Equity Group, Berkeley, CA, (800)743-9742, www.socialequity.com

Talboom, Kathleen, Indian Rocks Beach, FL, (800)456-6625, www.greenpages.org/detail.cfm?List_Key=14668

Torgerson, Richard, Randallstown, MD, (410)655-9588, www.greenpages.org/detail.cfm?List_Key=14325

Trillium Asset Management Corporation, Boston, MA, (617)423-6655, www.trilliuminvest.com