Invest for Better “Pathfinder – Diane Bourdo”

Invest for Better is “a 501(c)(3) nonprofit that gives women the confidence, skills, and encouragement they need to take control of their assets and use them to influence things they care about.” Invest for Better features Diane Bourdo, Humphreys Group President, as a Pathfinder.

As a Pathfinder, Diane Bourdo shares her personal and professional values, particularly those that involve helping women manage their finances. This has been her main goal throughout the past 25-plus years of her career. Diane strongly believes in continuous learning and combining a dedication to pursuing effective financial outcomes for her clients with an experimental approach to allow for constant evolution in her work. Beyond from her career in financial planning, Bourdo is interested in work that serves communities, such as the pro bono committee she takes part in to provide underserved communities with financial advice.

As part of her area of interest in financial work that serves communities, Diane Bourdo features her favorite impact investment as an Invest for Better Pathfinder. This particular impact investment is Adasina Social Justice All Cap Global ETF (JSTC), “one of the only funds she is aware of that has built a portfolio of stocks that reflects social justice values and advances progressive movements for change.” This fund contributes to the areas of racial, gender, economic and climate justice through investment and advocacy. Diane is inspired by the efforts to address these issues through impact investment in this fund.

The Humphreys Group is a women-owned and women-operated wealth management firm based in San Francisco, California. The firm offers highly focused financial planning and disciplined asset management to a range of clients. Their expertise is helping women in transition navigate their particular challenges — such transitions as marriage, divorce, widowhood, inheritance, or that first stock option grant. Their passion is helping their clients take control of their own financial lives and get smart about money.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

Share our Post
Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on email
Email
Share on print
Print

Related Posts

If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?

Learn to invest like a woman.
Get your free copy of the book today!