Investing for a Better World : Aligning Financial Goals with Values and Ethics
Jul 31, 2017 05:55AM
Living healthy and sustainable lives is a personal journey that starts with a raised awareness of the things that impact our planet and health. When we take that first step, we often look for products and services that share the same philosophy. Now turn to where we invest our savings. Are the banks, mutual funds, stocks and bonds we are investing in socially conscious? How do we look under the layers of these corporate structures to determine their commitment to having a positive impact on our world? Do our investments have low waste, and support clean water and renewable energy? Do they promote healthy living and green technology and equality? And does the person we are working with understand our values?
Tania Horowitz Fukuda, a financial services professional with New York Life Insurance Company and NYLIFE Securities LLC (member FINRA/SIPC) is passionate about protecting our shared planet, and also very passionate about helping people protect their own future and their families. Raised vegetarian and having pursued studies in Asian philosophy, history, languages and creative arts, and later yoga and capoeira, have given her a broad range of knowledge and experiences, and overall, a more inclusive perspective on life. With her training in securities, insurance and financial planning, Tania is well positioned to provide a holistic and balanced approach to the services she offers. Her vision is to empower individuals and protect families while contributing to a better future for our shared planet.
Tania speaks English, French and Japanese, and utilizes both traditional and socially conscious investment tools to maximize her clients’ results while staying true to their values and ethics. She offers holistic and balanced solutions that take into consideration the whole picture, from values and emotions to financial long-term goals. Her services include, but are not limited to, college funding, retirement planning, insurance needs, managing costs for extended periods of care, and lifetime income strategies. She also helps her clients align their daily financial decisions with their values, offering practical solutions for people of all income brackets.
Anyone with an interest in aligning their financial goals with their values and ethics will benefit from contacting Tania to discuss options available.
Location: 841 Bishop St., Ste. 1900, Honolulu. For more information, call 808-388-6103 or email [email protected].