Carrie B. Vanwinkle, Cfp®, Ceft® Email and Phone Number
Carrie B. Vanwinkle, Cfp®, Ceft® is a Socially Responsive Investment Advisor at Natural Investments at Regenerative Wealth Management Group, Natural Investments. Colleagues describe them as "Carrie is a comprehensive thinker, a great team player, and has always expressed a willingness to collaborate across disciplines in order to achieve the best results for work projects." and "Carrie's passion for everything that she does and her attention to detail make her a pleasure to work with in any capacity. Additionally, her calm demeanor keeps projects drama and chaos free."
Regenerative Wealth Management Group, Natural Investments
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PartnerRegenerative Wealth Management Group, Natural Investments May 2024 - Present -
Socially Responsive Investment Advisor, Trust StewardNatural Investments Aug 2012 - PresentI support women with progressive values who want to feel confident and aligned in their money life with a Smart AND Soulful approach to investing. As a part of Natural Investments, I provide fee-only services to clients who want to create positive impact in the world while working toward their investment goals. Natural Investments is committed to helping motivated investors create portfolios that reflect their own social priorities and concerns, generating healthy returns… Show more I support women with progressive values who want to feel confident and aligned in their money life with a Smart AND Soulful approach to investing. As a part of Natural Investments, I provide fee-only services to clients who want to create positive impact in the world while working toward their investment goals. Natural Investments is committed to helping motivated investors create portfolios that reflect their own social priorities and concerns, generating healthy returns while cultivating opportunities to make a difference.Natural Investments combines the expertise and experience of twelve financial advisors, each of whom is walking the talk in their own personal lives, active in their communities and using sustainable technologies in their homes.We've been leaders in the field of values-based investing for over 20 years, and wrote two of the leading books on the topic, Investing from the Heart (1992) and Investing With Your Values: Making Money and Making a Difference (2000).We're intimately familiar with all of the existing SRI stock and bond funds as well as many individual companies and community investments of special interest, and are continually on the lookout for new investments that more closely align with our clients' individual values. In response to diverse investor interests, we maintain several types of model portfolios, including some that place greater emphasis on the green economy, and a fossil fuel free portfolio for investors who specifically wish to avoid oil, gas, and coal industries. Show less -
Socially Responsive Investment Advisor, Cfp®Just Money Advisors Mar 2012 - Present1927 Harvard Drive, Loiusville, Kentucky 40205I'm a fee-only financial planner and a part of Just Money Advisors, a locally owned financial planning business. I help people who care about their impact in the world achieve their financial goals while connecting their financial choices with their progressive values.
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Founding MemberSlow Money Kentucky Jun 2013 - Jun 2018Louisville, Kentucky AreaAs a community volunteer, Carrie is a founding member of Slow Money Kentucky. She is working with community members in the Louisville area to build a network of local investors which support local food businesses to create a thriving local foodshed.
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Sustainable BeekeeperFleur-De-Bee Beekeeping May 2008 - Jan 2017Fleur-de-bee beekeeping provides education and coaching to new beekeepers. Carrie VanWinkle, owner and urban beekeeper, is an experienced coach and educator. She is specialized in urban and natural beekeeping. She has provided consulting to local hobby farm and gardening businesses, classes in urban beekeeping, on on one consulting to new beekeepers, and is focused on supporting a healthy honey bee population.
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Board Member, President - 2014Kentuckiana Beekeepers Association Jan 2013 - Dec 2014Louisville Metro Area'S Beekeepers Associationwww.kyanabees.com
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ConsultantPersonal Finance/Financial Education/Asset Building Jul 2010 - Jan 2013Brings expertise in asset building, financial coaching, financial education and nonprofit managment to individuals and nonprofits. Have provided consulting to Louisville Asset Building Coalition, Southern Indiana Asset Building Coalition, and Kentucky Office for Refugees to develop thier asset buildling programs and services. Also currently serving as a financial coach with Women 4 Women and Southern Indiana Asset Buildling Coalition.
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Member, Cnpe Annual Conference Planning CommitteeCenter For Nonprofit Excellence 2008 - Jan 2013 -
Board Member, TreasurerBreaking New Grounds 2011 - 2013
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Consultant/ Financial Coach/ Certified Credit CounselorSouthern Indiana Asset Building Coalition 2010 - 2013
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Volunteer Financial CoachW4W 2010 - 2011
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Program Manager - Neighbor Works Homeownership CenterThe Housing Partnership, Inc. Apr 2008 - Jul 2010
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Associate DirectorAmericana Community Center Apr 2001 - Mar 2008
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MemberLouisville Asset Building Coalition 2001 - 2008
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Class Of 2007 AlumLeadership Louisville, Ignite Louisville Alum, Class Of 2007 2006 - 2007
Carrie B. Vanwinkle, Cfp®, Ceft® Education Details
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Executive Certificate In Financial Planning -
Leadership Louisville - Ignite Louisville Alum, Class Of 2007 -
Social Work -
Psychology & Anthropology
Frequently Asked Questions about Carrie B. Vanwinkle, Cfp®, Ceft®
What company does Carrie B. Vanwinkle, Cfp®, Ceft® work for?
Carrie B. Vanwinkle, Cfp®, Ceft® works for Regenerative Wealth Management Group, Natural Investments
What is Carrie B. Vanwinkle, Cfp®, Ceft®'s role at the current company?
Carrie B. Vanwinkle, Cfp®, Ceft®'s current role is Socially Responsive Investment Advisor at Natural Investments.
What schools did Carrie B. Vanwinkle, Cfp®, Ceft® attend?
Carrie B. Vanwinkle, Cfp®, Ceft® attended Bellarmine University, Leadership Louisville - Ignite Louisville Alum, Class Of 2007, University Of Louisville, Georgetown College.
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