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Derek Eckert, Cfp®, Cebs is listed as Building clients' wealth and improving the planet's health through environmentally conscious investing. at Syntropy Wealth Management, based in Austin, Texas, United States. AeroLeads shows phone signal with area code 512, 513 and a matched LinkedIn profile for Derek Eckert, Cfp®, Cebs.
Derek Eckert, Cfp®, Cebs previously worked as Managing Director at Syntropy Wealth Management and President at Syntropy Wealth Management. Derek Eckert, Cfp®, Cebs holds Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services from The University Of Texas At Austin.
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Syntropy Wealth Management is an investment advisory firm that is uniquely focused on helping its clients achieve their goals by addressing their environmental concerns. The climate change crisis is creating a dynamic that the investing world is awakening to: companies are either contributing to the solution or they are part of the problem. By using funds that focus on ESG (environmental, social and governance) criteria individual client portfolios are customized to their personal needs, as well as, their personal convictions. At Syntropy our goal is to help make your portfolio, and the world, more green.I have been passionate about both the environment and personal finance since I was a child. After studying Ecology in college I took a different turn and went into the world of financial services where I worked for the next 23 years for three of the largest national investment companies. In 2018, I realized the only way to truly way to serve clients and the environment was to start my own firm. Investing in a green portfolio has a tremendous impact by avoiding the companies poisoning the planet and investing in those working to remedy the havoc of climate change. One of the most effective ways to make your voice be heard is put your money where your mouth is. Go green! Reach out to me to learn more.
Listed skills include Wealth Management, Environmental Awareness, Impact Investing, Corporate Social Responsibility, and 3 others.
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Austin, Tx (Sw Austin/Dripping Springs)
Syntropy Wealth Management is a wealth advisory that specializes in environmental, social and governance (ESG) investments while building deep, personal relationships with each client to accomplish their goals and attain financial freedom. I derive great joy knowing that my firm serves my two greatest passions: helping improve people's financial position and helping the environment.
Austin, Tx
Austin, Texas Area
Provided comprehensive financial planning to over 700 professors, educators and other non-profit professionals representing over $1B in assets. Built trust with each client realizing that great financial advisors don't just manage money, they develop relationships. This means understanding each client's story; their family, goals, taxes, estate plan, insurance needs and so much more.
The Master of Science in Technology Commercialization (MSTC) program teaches students to identify promising new technologies, bring them.
Focus on ecological restoration and studying the development of symbiotic relationships.
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Derek Eckert, Cfp®, Cebs works for Syntropy Wealth Management.
Derek Eckert, Cfp®, Cebs is listed as Building clients' wealth and improving the planet's health through environmentally conscious investing. at Syntropy Wealth Management.
AeroLeads has found 5 phone signal(s) with area code 512, 513 for Derek Eckert, Cfp®, Cebs at Syntropy Wealth Management.
Derek Eckert, Cfp®, Cebs is based in Austin, Texas, United States while working with Syntropy Wealth Management.
Derek Eckert, Cfp®, Cebs has worked for Syntropy Wealth Management and Tiaa.
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Derek Eckert, Cfp®, Cebs holds Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services from The University Of Texas At Austin.
Derek Eckert, Cfp®, Cebs is listed with skills including Wealth Management, Environmental Awareness, Impact Investing, Corporate Social Responsibility, Financial Advisory, Estate Planning, and Public Speaking.
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