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Women, Wealth and Social Change

By Cathy Curtis, CFP

Cathy interviews expert guest Haleh Modasser, Sr. Vice President at Stearns Financial in Chapel Hill, North Carolina. Haleh is the author of Women on Top: Women, Wealth & Social Change, which makes a case for women to leverage their wealth to propel the changes we want to see in the world while also benefiting financially. The vehicle: ESG (Environmental, Social & Governance) Investing. Haleh claims that this is the real Women’s Empowerment Movement and offers compelling reasons for both advisors and women to adopt this investment strategy. For show notes and important links, visit: https://curtisfinancialplanning.com/2020/07/06/episode-3-women-wealth-and-social-change/

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