Finance Monthly - Global Awards 2022

Finance Monthly Global Awards 2022 USA 33 About NickCantrell Nick Cantrell is the founder of Green Future Wealth Management and one of its Senior Wealth Advisors. He has worked closely with clients as a financial advisor for over 15 years. In 2020, Nick founded Green Future Wealth Management to provide independent and values-rooted holistic financial planning for his clients. He specialises in advising on complex retirement income planning, with a particular focus on integrating government pensions and Social Security plans with invested assets to maximise income, tax efficiency and legacy benefits. He also works with clients to engage in values-aligned financial planning through the use of charitable funds and socially responsible investments. Nick holds FINRA Series 7, 63, and 65 licenses and is licensed to advise on life, health and variable insurance. He is also a Certified Financial Planner™ practitioner, a Chartered Financial Consultant®, a Chartered Life Underwriter®, and a Chartered SRI Counselor®. Founder | Green Future Wealth Management Nick Cantrell It is really important forus to focus on the specific values of our clients, rather thantryingtoshoehorn themintoa one-size-fits-all ESGinvestment portfolio.

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