Meet the Team
Allan W. Moskowitz CFP® AIF®, Principal
Allan has over 30 years of experience in the financial services industry, and has incorporated environmental and social justice impact investing since the beginning. Allan, as a pioneer and early adopter, transitioned from the alternative medical field and moved to the Bay Area with his wife in 1997 to focus on Sustainable Responsible Impact (SRI)/ESG Investing as a Certified Financial Planner well before SRI/ESG investing became buzzwords or popular. You may think it's unusual to transition from health care to financial planning, but we see it as just another way to help you "align your values" with your financial life and overall health of you and the planet, and to help you make a real difference with your money.
Our interest in Sustainable Responsible Impact (SRI) investing started in the 60's with the realization that the power our investments have to change the world. Ending Apartheid in South Africa was aided in large part by the SRI community collaborating with the social justice and divestment movement. At this time, we need to provide broader impact to reverse systemic racism, injustice, and environmental disruption and catastrophic weather.
Allan was recipient of the "Keeper of the Flame" award from First Affirmative Financial Network in 2008-2009. Allan enjoys time being with his family and friends, nature, the outdoors, organic gardening, playing music, and having a positive impact in the world that we all share. Allan previously taught and coordinated classes for at-risk youth in the Richmond area for Guitars Not Guns, and has offered pro-bono financial planning through the Financial Planning Association for many years.
Allan has earned the designations CERTIFIED FINANCIAL PLANNER, CFP®, licensee, and ACCREDITED INVESTMENT FIDUCIARY, AIF®, is a long-time professional member of First Affirmative Financial Network (FAFN), member of the US-SIF-Sustainable Investment Forum, National Association of Personal Financial Advisors (NAPFA) and member of the Financial Planning Association (FPA).
Kimberly Terry, CFP®, AIF®, Advisor
Kimberly Terry, CFP®, AIF® is an advisor at Transformative Wealth Management, LLC.
Kim has earned the designations CERTIFIED FINANCIAL PLANNER, CFP®, licensee, and ACCREDITED INVESTMENT FIDUCIARY, AIF®, is a professional member of First Affirmative Financial Network (FAFN), a member of the US-SIF-Sustainable Investment Forum.