Nate Eddinger, CFP<sup>&reg;</sup> - Financial Advisor

Nate Eddinger, CFP®

Principal

Woven Prosperity®

120 Webster St
San Francisco, CA 94117
FINANCIAL ADVISOR'S WEBSITE
(415) 314-7249 CONNECT WITH Nate
  • linkedin link

General

Nate Eddinger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Woven Prosperity® in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

Woven Prosperity® is an independent, fee-only practice based in San Francisco, providing customized investment management and financial planning services, and weaving Socially Responsible Investing (SRI) into the investment strategy for clients who request it. As a Registered Investment Advisor with the State of California, it adheres to a strict fiduciary standard of care and good faith to always act in the best interests of each client. Woven Prosperity® helps individuals and families define their objectives, invest for the future, and achieve their financial goals. Customized SRI portfolios include the following areas of focus:

• Balanced Impact SRI: Maintain a balance between common areas of SRI concern, such as environmental sustainability, human rights, diversity and gender equality, corporate responsibility, community impact, and animal welfare.

• Fossil Fuel Free: Exclude fossil fuel investments for those who consider climate change to be a critical issue and are concerned about ownership of fossil fuel companies in their portfolio, intentionally or unintentionally.

• Women’s Empowerment: Emphasize investments that emphasize gender diversity and women’s leadership in the workplace, for clients who believe their investments should advance and empower women.

More

Financial Advisor Experience

I am concerned about how my investment choices impact the world. For those who feel the same way, I am here to help.

As a fee-only investment advisor and financial planner, I specialize in Socially Responsible Investing (SRI) by creating and managing well-diversified portfolios for my clients that maintain a long-term growth strategy while emphasizing issues that are important to them, such as:
• Environmental sustainability
• Human rights
• Diversity and gender equality
• Corporate responsibility
• Community impact
• Animal welfare

With many years of experience in SRI, beginning with my own investments, I have built an independent practice, Woven Prosperity®, to help individuals and families invest for the future and achieve their financial goals.

SRI has many names, including ESG, green investing, values-based investing, triple bottom line, and impact investing, and they all describe a growing movement that has brought tremendous positive change to the world, and will continue to do so.

If you are interested in learning more about my services and how I can help you, please contact me at (415) 314-7249 or [email protected] to schedule a free initial consultation, or visit my website at www.wovenprosperity.com.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - ADPA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Sudden Wealth

More

Helpful Financial Planning Resources