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Effective Assets

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specializing in socially responsible investing (sri) for over 22 years, effective assets provides goal-oriented, fee-based financial planning to individuals, families and business owners. our services include sri portfolio management, values-based retirement and estate planning, and helping non-profits align their investments with their mission. at effective assets we assist our clients in using their investments to create a more prosperous and sustainable future for themselves, their families and the world. securities offered through cambridge investment research, inc. (cir), a broker/dealer, member finra/sipc. lincoln pain is an investment advisor representative of first affirmative financial network, llc (fafn), a registered investment advisor. justin martello is an investment advisor representative of cambridge investment research advisors, inc., a registered investment advisor. fafn and effective assets are not affiliated with cir. lincoln pain's california insurance license is #0

Headquarters:
California, United States, 94709
Industry:
Financial Services
Founded:
1988
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
United States 1
Sri Fee-Based Portfolio ManagementComprehensive Financial PlanningSocially Responsible InvestingInvestment Consulting for Fiduciaries

Frequently asked questions about Effective Assets

Let us help answer the most common questions you might have.

Where is Effective Assets located?

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Effective Assets' headquarters is located at California, United States, 94709

How many employees does Effective Assets have?

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Effective Assets has 1 employee

What industry does Effective Assets belong to?

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Effective Assets is in the industry of: Financial Services

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Effective Assets Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

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Director, College Fund, Kalamazoo College

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VP Digital Marketing

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