Nate Eddinger, CFP^®

Principal

Woven Prosperity®

120 Webster St
San Francisco, CA 94117

FINANCIAL ADVISOR'S WEBSITE

wovenprosperity.com

(415) 314-7249 CONNECT WITH Nate

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

What is Socially Responsible Investing (SRI)?

Balanced Impact SRI portfolio

Fossil Fuel Free portfolio

Women's Empowerment portfolio

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.

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.