Dive Into a Values-based Financial Advisor: Jina Penn-Tracy of Centered Wealth
ValuesAdvisor is driven to support values-driven investors and make it easy for people to change the way they invest. As an online platform that enables investors to search a database of values-aligned financial advisors, we partner with organizations that do similar work to help align investments with impact, like RSF Social Finance. Of course, our financial advisors are our most important partners. Jina Penn-Tracy, Senior Wealth Manager & Co-Founder of Centered Wealth, is a financial advisor listed on the ValuesAdvisor platform. She is passionate about leaving the world a better place. In addition to working with ValuesAdvisor, Jina also values the work RSF Social Finance, and some of her clients have used their services, including their Donor-Advised Fund.