Lisa Renstrom

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SUMMARY

Lisa Renstrom, Co-Founder of ValuesAdvisor, details her adventures that led her down the path of impact. She shares her core values of building meaningful, authentic relationships and energizing money for good. Lisa explores intentionality over profit in her role of helping others get to the root of “enoughness.” She encourages investors of every level to actively pursue financial opportunities that speak peace to their hearts and minds.

IN THIS EPISODE, LISA TALKS ABOUT

        • Her acquisition of financial resources that gives her the responsibility and privilege of being an impact investor [2:29]
        • Successfully campaigning to move billions of dollars out of the fossil fuel industry [8:27]
        • Moving beyond the typical transactional experience of financial advising to manifest deeper relationships with ValuesAdvisor [12:17]
        • The power of money as an energy source for making good happen [19:01]
        • Exploring intentionality and “enoughness” [25:29]
        • Inviting everyone to sleep better at night by investing in things they are proud of [30:37]

RESOURCE LINKS

    • ValuesAdvisor A curated collection of financial professionals suggested by peers in impact and philanthropic affinity groups who meet key values-aligned investing criteria
    • Invest for Better A nonprofit campaign on a mission to help women demystify impact investing, take control of their capital, and mobilize their money for good
    • Divest Invest A global network of individuals and organizations united in the belief that by using our collective influence as investors to divest from fossil fuels, and invest in climate solutions, we can accelerate the transition to a zero-carbon economy 

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