Socially Responsible Financial Services Directory

1. Renee Morgan, Better World Investments/National Planning Corporation
"Investing in a better future for you and the world." Helping with SRI choices in . Lafayette, CO - full listing | member website

2. Patrick Bloomfield CFP®, VP Invest., Bloomfield Asset Management
Financial adviser with over 25 years of experience. Dedicated to helping clients meet their specific . Greenwood Village, CO - full listing | member website

3. Johann Klaassen, Ph.D., AIF®, First Affirmative Financial Network
"I hold a Ph.D. in philosophy (ethics and social philosophy). I taught critical thinking, political . Colorado Springs, CO - full listing | member website

4. Dwain Gump CFP®, First Affirmative Financial Network
Twenty-six years in the profession of investment advice with twenty years helping socially concerned investors . Colorado Springs, CO - full listing

5. Virginia F. Moran, First Affirmative Financial Network
Specialist in socially and environmentally responsible investing since 1982. Fee-only financial planning and investment advice. . Golden, CO - full listing

6. First Affirmative Financial Network, LLC
Supports a nationwide network of investment professionals who serve socially and evironmentally conscious investors. Specializes . Colorado Springs, CO - full listing | member website

7. Kevin O'Keefe, CIMA®, AIF®, Invest. Adv., First Affirmative Financial Network, LLC (FAFN)
SRI and portfolio management services. Emphasis on efficient diversification using multiple asset classes, complementary portfolio . Centennial, CO - full listing

8. Christine McHugh, CFP®, Gump & McHugh Asset Management, LLP
Private portfolio management for socially and environmentally conscious investors. Member, First Affirmative Financial Network. . Colorado Springs, CO - full listing

9. Hal Brill, AIF®, Pres., Natural Investments LLC
Financial activist serving SRI clients since 1989. Co-authored Investing with Your Values: Making Money & . Paonia, CO - full listing | member website

10. Natural Investments LLC
Cutting edge, hands-on, SRI-only Registered Investment Advisor. Community and Regenerative investment specialists. Founded by the . Paonia, CO - full listing | member website

11. Ken Jacobs, CFP®, Progressive Asset Management of Colorado
Provides service and advice to small businesses, nonprofits, and individuals. Each client's unique goals and . Golden, CO - full listing | member website

12. Steven Smith, JD, CFP®, RightPath Investments & Financial Planning, Inc.
Provides independent, personalized, values-based financial planning, investment advice, and wealth-management services. Member, First Affirmative Financial . Frisco, CO - full listing | member website

13. David Siebert Jr.,, Fin. Ad., Asst. VP., Investing of Advisory & Brokerage Serv., UBS Financial Services, Inc
"UBS AG is a leading global financial services firm, serving a diverse client base that . Littleton, CO - full listing | member website

14. Kathleen Leonard, VP, Invest., Institutional Consultant, UBS Financial Services, Inc.
Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, . Boulder, CO - full listing