HONOR FAMILY OFFICE

Honor Family Office was born from my desire to manage my family's assets using the professional tools I mastered working as a wealth manager... I spent 27 years in the financial services sector, crafting a career that included mortgage banking, retirement plan administration, investment banking, tax preparation, financial planning, and investment management. During that time, I had my plan and remained disciplined about staying the course. Then, at last, the time came, and I was able to do what I had helped so many of my clients do: I retired... During my retirement, I began researching ways to invest my assets to align with my values. It was important that I screen out companies that ignore the climate crisis, profit from migrants via detention centers or modern slavery abuses, and silence the voices of women and minority groups.

Primary location: Sacramento United States