Curtis Financial Planning

Episode 3: Women, Wealth and Social Change

In this episode of Financial Finesse, I interview expert guest Haleh Modasser, Sr. Vice President at Stearns Financial in Chapel Hill, North Carolina. Haleh is the author of Women on Top: Women, Wealth & Social Change, which makes a case for women to leverage their wealth to propel the changes we want to see in the world while also benefiting financially. Beyond charitable giving, volunteering, and political activism, Environmental, Social, and Governance (ESG) investing is an increasingly popular way for women to make an impact by aligning our investment dollars with the causes we value. 

More than ever, I hear women asking, “What can I do to help?” in the wake of a global pandemic and growing social unrest, and this episode tackles that question head-on. Haleh and I discuss how values-based investing can be a faster and more impactful way to effect change and why it’s so important for women of the Baby Boomer generation, who control the majority of the nation’s wealth, to be aware of these types of investment opportunities. 

During our conversation, we touch on both the principles and mechanics of ESG investing, and why interest in these strategies has skyrocketed since the pandemic began. Whether you’re a financial advisor who wants to educate your clients on these opportunities or a woman who wants to use your wealth to support the issues you care about, I encourage you to listen to this episode. 

Finally, if you’re a client of Curtis Financial Planning or want to work with an advisor to learn more about how to incorporate ESG principles into your investment portfolio, please don’t hesitate to get in touch.

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