Geri Eisenman Pell Cfp®, Mba, Cdfa™ Email & Phone Number

I believe that financial planning should be a healing modality, reestablishing and finding peace in one’s relationship with wealth. When done right, working with money should be a stress reducing process that allows clients to feel the sense of peace and calm that comes along with knowing that their finances are in order and they are making well-educated decisions. I believe in the power of Social Impact Investing and the profound effect investing with your values can have on your finances and the world. I take pride in my ability to ask the right questions, listening closely to your answers to make sure you feel confident that the advice I provide reflects your unique dreams and goals.Areas of Focus:Sustainably Responsible InvestingWomen's Financial Strategies Executive Compensation and Benefit Strategies Retirement Planning Strategies Wealth Preservation Strategies Estate Planning Strategies Domestic Partner Planning Small Business Employee Stock Options Saving for Education Charitable Giving