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We believe the financial advice profession should do better - for everyone.
We invite you to learn more.
What We Value
What We Value
We are a non-profit, professional organization for financial advisors who want to bring awareness, educate, and advocate for:
Corporate Sustainability and ESG Practices
Corporate Sustainability and ESG Practices
Socially Responsible & ESG Investing
ESG-Friendly Government Policies
Social Justice, Especially in Climate and Environment
Our Leadership
Our Leadership
Built by advisors for advisors. Rather than getting information from investment or technology companies with something to sell you, come network with other advisors who are just like you and have no ax to grind.
Advisors for Good is an independent, nonprofit organization of advisors dedicated to sharing experiences with other advisors about sustainable, responsible and impact investing and philanthropy. We are a growing community of daughters, sons, parents, and grandparents who care deeply about our collective future.
Dr. Bob Eng, CFA®
Dr. Bob Eng, CFA®
Bob is a financial advisor and CFA® with a Harvard doctorate in moral psychology. He’s committed to climate action, gender equity, racial justice, and, in a mundane and joyful way, life as a doting grandparent.
As a planner, he delights in leading individuals and families to live meaningful and fulfilling lives.
Website: JOY Wealth Partners
Ella Taylor, CFP®, CPCC
Ella Taylor, CFP®, CPCC
Ella became a CERTIFIED FINANCIAL PLANNER™ to help people find solutions for their financial needs.
She is most passionate about equality for women and the LGBTQ community. She became a Certified Professional Co-Active Coach (CPCC) which allows her and her clients to go deeper to explore and clarify their individual values and goals.
She loves being outdoors, hiking, canoeing, taking long walks and exploring Oakland and San Francisco, among others. Also, spending time with friends and family, especially over a good bite to eat and drink.
Website: Ella Financial Advising
Grant Meyer, CFP®, BFA
Grant Meyer, CFP®, BFA
Grant is a CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor (BFA). He’s committed to building a brighter future for generations to come, especially his two daughters.
He enjoys guiding people through the journey of discovering what they are passionate about and how to align their investments to match.
Challenging people to think about what they really want out of life and help them find their purpose is a passion for him.
Website: TruMix Advisors
Igor Tsukerman
Igor Tsukerman
After 15 years on Wall Street, Igor built Eureka Wealth Management to help people find success in their overall financial lives.
His team focuses on three specific goals for each of our clients. 1) To provide truly personalized portfolios that reflect our client’s values and ideas. 2) To aim for above-average returns on investments. 3) To provide guidance in all aspects of financial planning, to achieve their life goals and prepare for the unexpected.
His wife and he are raising two wonderful daughters. In what spare time he has, he loves to travel, get outdoors, and take in a live sporting event. He also has a passion for chess, photography and is a collector.
Website: Eureka Wealth Solutions
Kathryn Kubiak-Rizzone, CFP®, CSRIC®
Kathryn Kubiak-Rizzone, CFP®, CSRIC®
Kathryn loves helping women and families navigate the many financial decisions they face on the path to financial freedom, with a specific focus on serving the intersectional needs of women, people of color and LGBT+ folx. Her background in physical therapy and higher education highlights her passion for helping others understand complex topics and implement the changes they seek to reach their goals.
Kathryn lives in Rochester, New York with her family, where she is a parent leader with a strong commitment to educational equity and anti-racist advocacy.
When she’s not sharing financial guidance or working toward systems change, Kathryn can be found reminding adolescents to complete their chores and keeping a toddler from destroying the house. Her favorite ways to strive for work-life balance are family hikes, cooking, high-intensity workouts with good music, and traveling with her wife.
Website: About Time Financial
Tara Bansal, CFP®
Tara Bansal, CFP®
Tara is a CERTIFIED FINANCIAL PLANNER™ and life coach.
Her mission in life is to help others make positive changes in their lives so that they can “BE” who they are meant to be and live a life they love.
When she's not spending time with her family, you'll might catch her recording the latest episode of her podcast, Messy Middlescence.
Website: Positive Impact Consulting
Linda Rogers, CFP®, EA, MSBA
Linda Rogers, CFP®, EA, MSBA
Linda has been helping families and individuals through transitions for over a decade. From families with young children to individuals preparing for retirement, she understands that many people feel overwhelmed with too many choices and not enough time.
After reading about companies filing for bankruptcy and defaulting on their employee pension plans, she decided to change her career and help empower other's financial lives. She likes working with clients to cut through the noise, clarify their priorities and create a plan to keep them on track financially.
Linda is a mom to four wonderful daughters and also enjoys ballet dancing, hiking, playing piano and guitar, is a voracious reader of non-fiction books, and an organic vegetable gardener.
Website: Planning Within Reach
Frank Byskov, CFA® CFP®
Frank Byskov, CFA® CFP®
Frank is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™. Frank’s professional interest is the pursuit of the intersection between an academically sound portfolio, investments that are screened for their effect on the world around us, and the personal needs and goals of each of his clients.
The outcome works best when all the aspects are aligned – which requires an ongoing effort to build, monitor and update the portfolios and financial plans.
In his spare time, he enjoys spending time with his family, competing in triathlons, and exploring the outdoors.
Website: Forty4 Financial
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