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Money Matters Episode 316 – ESG, SRI, and Beyond with Melissa Reaktenwalt

  1. Money Matters Episode 316 - ESG, SRI, and Beyond with Melissa Reaktenwalt www.moneymatterspodcast.com 25:24

In this insightful episode of the “Money Matters” podcast, financial advisor Melissa Reaktenwalt shares her 18-year journey in the wealth management industry. She discusses her transition from the credit union sector to owning her own firm, the significance of ESG and SRI principles in values-based investing, and her role as a public speaker. Melissa’s experiences provide invaluable insights into navigating diverse financial channels and incorporating sustainable investing options.

This episode also explores diversity in the financial sector, highlighting Melissa’s perspective as a minority professional and her “earn all you can, save all you can, give all you can” mantra, making it a must-watch for financial advisors and clients alike.

00:00 Opening Thoughts on Diversity in Financial Services 

00:44 Introducing Melissa B. Reaktenwalt: A Financial Industry Veteran

01:53 Melissa’s Journey: From Entry to Expertise

03:18 The Evolution of Wealth Management with Melissa

04:37 Melissa’s Public Speaking Journey: From Moderator to Keynote Speaker

07:50 Navigating Career Paths: Credit Union to Independent Advisor

11:52 Diversity and Inclusion in the Financial Industry: A Personal Take

14:48 Incorporating ESG and SRI into Wealth Management

17:46 The Importance of Financial Education in Melissa’s Practice 19:25 Melissa’s Personal Money Mantra and Professional Approach

20:49 Industry Trends and the Future of Financial Advising

23:49 Closing Remarks and Where to Find Melissa

 https://www.eviefinancial.com/

Christopher Hensley RICP®, CES™

With over two decades in the financial services realm, Christopher Hensley's journey has been driven by a singular passion: helping individuals navigate the intricate paths of finance to achieve their life aspirations. His dedication isn't just rooted in numbers and strategies; it's about making genuine connections and empowering people with the knowledge they need for a secure future.

Christopher's foundation in the industry is robust. He's collaborated with Fortune 500 frontrunners like Merrill Lynch and UBS Financial Services and has made significant contributions to non-profits, notably with MMI-Consumer Credit Counselors Southwest. His credentials, including licenses from FINRA and designations like the Retirement Income Certified Professional® and the Certified Estate and Trust Specialist™, speak volumes about his commitment to professional growth and expertise.

But beyond the certificates and affiliations, what truly sets Christopher apart is his ability to communicate. For a decade, he's been the voice behind the radio/podcast show “Money Matters” on KPFT Houston, demystifying complex financial concepts for a broad audience. His insights have been sought after by platforms like Wall Street Journal Radio and 1110 KTEK Business Builders Network Radio, and he's provided expert commentary on market trends in renowned publications.

Christopher's community involvement further underscores his dedication. As the former President of the Houston Midtown Chapter of the Society for Financial Awareness, he's delivered financial literacy seminars across Houston and the Gulf Coast. He's also been an active voice in Houston Money Week since 2008, currently holding a leadership position.

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