TIMELINE

 

1987

Stuart becomes a licensed futures trader

1990

Jina cofounds D.P. Inc., acting as CFO

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1993

Jina begins investing in Socially Responsible Investments (SRI)

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2000

Stuart founds Centerpoint Investment Strategies, focused on Socially Responsible Wealth Management

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2004

Jina becomes a Financial Advisor focused on Small Business Planning and Sustainable Investing

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2007

Jina founds Raeheart Financial

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2010

Jina and Stuart meet at “The SRI in the Rockies Conference” and begin their Centerpoint and Raeheart collaboration

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2016

Annalisa joins Stuart’s office in Fairfield

2017

Jina and Stuart officially join forces and co-found Centered Wealth

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2017

Centered Wealth moves to Impact Broker-Dealer, Vanderbilt Securities

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2018

Anya joins Centered Wealth Minneapolis