Expanding What’s Possible With Money
Jill on Money with Jill Schlesinger
Intro
Episode opening, sponsor mentions, and guest introduction to Jana Davis of Abacus Wealth Partners.
Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:
- Delivering values-aligned financial advice to improve people’s lives
- Being thoughtful about the impact investments have on society and the environment
- Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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