Tag: Advisers Giving Back

Some people are called to give back and invest in their local communities, while others are compelled to go farther afield.

Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and it makes sure to involve its staff members’ spouses and families to make its giving even more meaningful.

As the firm’s founder, David Griffin, explains, retirement plan advisers have a particular skillset that can be very useful in coordinating giving efforts during these unprecedented times.

One charity program Pensionmark supports is Partners in Education, which pairs young people with mentors from the business community to help them prepare for internships and first jobs.

Founded by Florida-based financial adviser Jason Chepenik, the Smarter Tomorrow Foundation is on a long-term mission ‘to give every kid from every community a fair shot at a strong financial future.’

Now part of HUB International, the firm hopes to expand its giving to positively impact the lives of children in the Houston area.

Though its giving efforts are expansive, the CAPTRUST Community Foundation’s vision is singular: 'Plain and simple, we want to enrich the lives of all children.'

One of Sentinel’s many charitable engagements has directly benefited a little girl named Cora, the granddaughter of a longtime employee, who was born with a severe congenital heart condition.

The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020.

Under the CBIZ Cares program, employees at CBIZ’s 100 offices around the nation are encouraged to volunteer their time in their local communities.

Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition.

After learning about the work of Head Start, George P. Fraser decided to provide financial education to parents of students in the program and build a scholarship fund for the teachers employed there.

Since its founding in 2011, the SageView Foundation has raised more than $1.5 million to help meet the health care and education needs of women and children in crisis and to provide community development micro-loans.

Barbara Delaney, a principal at StoneStreet Renaissance LLC, teaches high school girls how to handle money.

I am pleased to roll out a new PLANADVISER initiative that I think is long overdue: Advisers Giving Back.