Values-aligned Investing with Max Mintz

Episode 9 December 05, 2024 00:38:05
Values-aligned Investing with Max Mintz
Heart of Advice Podcast, Presented by eMoney
Values-aligned Investing with Max Mintz

Dec 05 2024 | 00:38:05

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Hosted By

Sasha Grabenstetter, AFC® Connor Sung, CFP®

Show Notes

How do you engage with clients who want to combine financial returns with philanthropic impact? That’s just one of the topics we touch on with our guest Max Mintz, a partner and financial planner at Common Interests, a certified B Corp advisory firm based in New Jersey.

In this episode, Max shares his unconventional path to becoming a financial planner, with a background in engineering, social advocacy work, and studies in philosophy and religion. His firm specializes in values-aligned and responsible investing and often works with clients with no minimum asset requirement.

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