Often, my clients first approach me because they are not happy with the companies in their portfolio. Their financial advisor does not share their values or know how to help them. Are you seeking a like-minded financial advisor that offers inspiring investments and a genuine personal connection?
As a Certified Financial Planner™, my goal is to understand your whole financial situation and offer you customized opportunities for both positive impact and investment returns. I listen closely, getting to know you and the issues that are most important to you. I give thoughtful, personalized recommendations, designing and managing an investment portfolio that you can feel great about. One that offers real solutions to the challenges that we face today, without compromising on meeting your needs.
Contact me to arrange a free initial consultation. Let’s explore how I can help re-imagine your portfolio and achieve your most important life goals.
James Frazier, Cfp®
Nature has been a source of inspiration and perspective for me since childhood. Growing up, I was deeply influenced by my family’s summer trips to California, when we hiked the Sierra Nevada and the Pacific Coast.
I spent my college years in Philadelphia earning a degree in finance. Afterwards, I worked briefly as a trader on Wall Street, where I quickly discovered that investing for profits at any cost wasn’t in line with my values.
Heeding the call of the West Coast and its rugged beauty, I moved to Seattle in 1999. I co-founded an investment fund where I was the general manager for the next eight years.
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Walking to work one fall day, I found my path blocked by massive protests against the World Trade Organization (WTO). I detoured around, but my interest was piqued, and later that day I followed the protests through the city. This was a big wake-up call for me that capitalism is not working for everyone.
I began learning about social and economic justice and discovered an emerging passion for helping communities thrive. My world expanded rapidly as I dove into permaculture, organics, herbal and alternative medicine, natural building, woodworking, renewable energy, travel, and community organizing.
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All of this helped prepare me for a major shift. In 2007, I left my old career behind, and was soon offered the opportunity to merge my investment expertise with my passion for sustainability and social justice by joining Natural Investments, a leader in Socially Responsible Investing since 1985. Eager to help my clients address all aspects of their financial lives, I earned my Certified Financial Planner™ designation, which requires comprehensive education in retirement planning, investments, taxes, estate planning, insurance, and more.
Pirates 2b Frazier Focusing On The Present, Not The Future
In 2008, while living in Port Townsend, Washington, I was invited to join a group of citizens who wanted to invest more of their money locally. Together, we created the pioneering Local Investing Opportunities Network (LION), which drew nationwide attention for its success in connecting investors with local small businesses and nonprofits, keeping money in the community, and building a more prosperous and resilient local economy. To share the best practices I learned from this and other successful initiatives, I founded the non-profit Local Investing Resource Center, an education and advocacy website dedicated to helping local investing take root in communities everywhere.
With our society and biosphere reaching a tipping point, a sense of urgency is setting in for the human race. If we want a future worth living in, we must collectively evolve our approach to civilization. Doing the vast and varied work needed to discover, scale, and spread solutions to our challenges is going to take a tremendous investment of human and financial resources in the times to come.
We are called to grow beyond simply caring for ourselves and the ones closest to us, and start considering in our thoughts and actions the well-being of communities both near and far, other species and the ecosystems that support them, and the oceans, air, and lands of our planet. I invite you to join me – us – on this journey.
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I believe that by investing responsibly for the social and environmental benefit of all, we can start to address our biggest challenges and create the world we want to live in. I believe we can do this without compromising on living a sustainably abundant and inspired life. That is why I am passionate about what I do, and I walk my talk.
Do you have any questions about my services? Are we a good fit for working with each other? Please contact me to set up a free initial consultation. I look forward to hearing from you!
I work from my home office in upcountry Maui, Hawaii, and can meet via phone and video (Zoom). I occasionally travel to the Seattle area and the East Coast for in-person meetings as needed. Since 2012, I have offset 100% of my estimated business and family carbon emissions, and I’ve used the Bonneville Environmental Foundation’s carbon offset program since 2015.
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Note: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
In 2008, while living in Port Townsend, Washington, I was invited to join a group of citizens who wanted to invest more of their money locally. Together, we created the pioneering Local Investing Opportunities Network (LION), which drew nationwide attention for its success in connecting investors with local small businesses and nonprofits, keeping money in the community, and building a more prosperous and resilient local economy. To share the best practices I learned from this and other successful initiatives, I founded the non-profit Local Investing Resource Center, an education and advocacy website dedicated to helping local investing take root in communities everywhere.
With our society and biosphere reaching a tipping point, a sense of urgency is setting in for the human race. If we want a future worth living in, we must collectively evolve our approach to civilization. Doing the vast and varied work needed to discover, scale, and spread solutions to our challenges is going to take a tremendous investment of human and financial resources in the times to come.
We are called to grow beyond simply caring for ourselves and the ones closest to us, and start considering in our thoughts and actions the well-being of communities both near and far, other species and the ecosystems that support them, and the oceans, air, and lands of our planet. I invite you to join me – us – on this journey.
Mariners Extra: M's Welcome Orioles For Biggest Weekend Of The Summer
I believe that by investing responsibly for the social and environmental benefit of all, we can start to address our biggest challenges and create the world we want to live in. I believe we can do this without compromising on living a sustainably abundant and inspired life. That is why I am passionate about what I do, and I walk my talk.
Do you have any questions about my services? Are we a good fit for working with each other? Please contact me to set up a free initial consultation. I look forward to hearing from you!
I work from my home office in upcountry Maui, Hawaii, and can meet via phone and video (Zoom). I occasionally travel to the Seattle area and the East Coast for in-person meetings as needed. Since 2012, I have offset 100% of my estimated business and family carbon emissions, and I’ve used the Bonneville Environmental Foundation’s carbon offset program since 2015.
One Home Repair At A Time, South Dallas Nonprofit Helps Stabilize Neighborhoods
Note: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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