Andrea is one in only five advisors in Connecticut to earn the Chartered SRI Counselor (CSRIC™) professional designation from the College of Financial Planning.
A CSRIC™ designee can design the optimal financial portfolio for clients while focusing specifically on environmental, social, and governance (ESG) factors and SRI principles. Individuals who hold the CSRIC™ designation possess a foundation of knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
“I am excited to be at the front of a global movement to bring awareness to the fact that the investment decisions we make today can have a profound, lasting impact on our economy, our environment and, most importantly, our quality of life for generations to come. Collectively, we can effect positive change by using our capital in a conscious way and aligning our values with our investments."
I have always been interested in finance. After graduating from UConn with a degree in finance, I started my career in banking. In the late 90's, I took coursework for the CFP designation and was instrumental in creating the financial planning presentation for one of the state’s largest credit unions, which became the precursor to the program in place today. I also served as Treasurer for the Southeastern Connecticut Women’s Network and am on the leadership team for the Shoreline Divorce Professionals. At this point in my career, I am passionate about helping you through your life transition. Through my own life experiences, I have developed a strong sense of empathy and compassion with those facing a life-altering change. I have vowed to be here for you and to go through this together.
MY JOURNEY INTO POWER
What you don’t know can hurt you, and as you're going through a transition things can be even more scary and complicated. And often, the decision you make during these times will stick with you forever. I believe it is important to get your finances set up properly right from the start. This is a seemingly overwhelming task, but you are not alone. We all need support in our life. It’s important to know that someone cares and is knowledgeable and experienced to help navigate you.
ALIGNING MY BEING WITH MY DOING
As we go through life, having a team of support gets us through the difficult times. In joining Conscious Capital Wealth Management, Chuck and I found our home. Conscious Capital Wealth Management takes a refreshing new approach that supports the whole person - your health, wealth, dreams and visions. Please take a moment to learn more about what we do and how we take care of our clients. You are here for a reason and I am here to support you.
Please join us in congratulating Conscious Capital’s Whole Wealth Advisor™ Andrea Wolfe for receiving her Chartered SRI Counselor (CSRIC™) Professional Designation. Well done!