Heidi Cuppari is meta-leader in sustainable financing, impact Investing and women’s leadership realms. Prior to founding Anastasia Impact, Heidi was a licensed Financial Advisor with UBS Financial Services in the Leonard Social and Sustainable Investment Group, assisting clients in choosing the right social impact investments for them.
Through Anastasia Impact, Heidi now takes that a step further by first helping clients identify their soul purpose and then guiding them in aligning their asset allocations with their soul purpose. In particular she works with women and Millennials, as well as their Family members.
During this episode, Heidi shares her personal journey which lead her to leave a high-paying job and start her own venture around her soul purpose. She also shares how and why she has integrated her blended family with her work, including her 10 year old daughter who is now listed on her website as a ‘strategic advisor’, and how to plug the energy leaks in your life so you can experience greater Clarity and happiness.
This is Part 1 of a 2-part series. Check out Episode 040 (Heidi Cuppari Part 2) for social impact investing tips and more valuable insights from Heidi.
For more information or to book a free 30-minute discovery call with Heidi, visit:
