Eric Smith Email & Phone Number

Greater Seattle Area

Greater Seattle Area

In 2016 I brought my 30-year financial services practice (FKA Goodfunds Wealth Management) over to NI in order to offer additional services, streamline services, and increase efficiency. Served individuals, families, endowments, and foundations whom wish to focus on investment strategies that favor people and planet while targeting earning competitive.

Greater Seattle Area

Sustainable Ballard, a blueprint for Everytown, USA, educates, inspires, and engages neighbors to take action to live more sustainably both individually and collectively. The vision is an inclusive, joyful, sustainable community co-creating a world for this and future generations where eco-systems are healthy and peace is inevitable.

United States

IPWG brings together American Indian organizations and social investment leaders to coordinate education and advocacy on investments that affect indigenous cultures and communities.

Greater Seattle Area

I founded and managed financial services practice Goodfunds in 1986. In 2016 our financial services practice joined the national advisory RIA firm, Natural Investments, LLC, and continued serving our clients under NI. Goodfunds' was a state-of-the-art integrated investment strategies office helping investors align their money with their missions and how.

Greater Seattle Area

The Finance Committee oversees Seattle Audubon’s general financial management, including but not limited to budgeting, financial reporting, investment policy, and financial reserve policy. The Committee reviews periodic (generally monthly, quarterly, and annual) financial reports and prepares reports for the Executive Committee and the full Board and.

United States

Participated with other key business partners and owners in business strategy sessions, operations feedback, and business practices dialog at the request of First Affirmative's Managing Partners. (This was a non-controlling, non-voting position.)

Greater Seattle Area

CRF was a successful early entrant in the North American community development financial institution industry. The organization later merged into ShoreBank Enterprise Pacific, then Craft3. I served on the founding advisory committee 1986-1991 as the organization negotiated several pivots. Later I was a member of the Finance Committee, and then I managed.

Greater Seattle Area

Helped lead the organization through a period of management and strategic transition by improving and maintaining strong prudent financial management procedures and board reporting.Social Justice Fund Northwest is a foundation working at the front lines of social change. They leverage the resources of members to foster significant long-term social justice.

United States

Provided innovative audits for large companies mainly in the retail industry. By identifying costly accounting system inconsistencies, we helped firms improve their procedures and oversight.

Cfp®, Certified Financial Planner®, Pass

All sections successfully completed and met prior educational and professional experience requirements in order to use the CFP marks. In.

Aif®, Accredited Investment Fiduciary®, Pass

All sections successfully completed and met prior educational and professional experience requirements in order to use the AIF marks..

Bachelor Of Science, Business Administration

In addition, developed and completed special program in co-op business management. Participated as professor's assistant in University's.