TIMELINE
1987
Stuart becomes a licensed futures trader
1990
Jina cofounds D.P. Inc., acting as CFO
1993
Jina begins investing in Socially Responsible Investments (SRI)
2000
Stuart founds Centerpoint Investment Strategies, focused on Socially Responsible Wealth Management
2004
Jina becomes a Financial Advisor focused on Small Business Planning and Sustainable Investing
2007
Jina founds Raeheart Financial
2010
Jina and Stuart meet at “The SRI in the Rockies Conference” and begin their Centerpoint and Raeheart collaboration
2016
Annalisa joins Stuart’s office in Fairfield
2017
Jina and Stuart officially join forces and co-found Centered Wealth
2017
Centered Wealth moves to Impact Broker-Dealer, Vanderbilt Securities
2018
Anya joins Centered Wealth Minneapolis