Geri Eisenman Pell

Invest with Your Values & Maximize your Impact – with Geri Eisenman Pell

Episode 23

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Hosted by
Ron Kamen

Ron Kamen has decades of expertise & leadership in catalyzing exponential change in sustainable energy adoption with communities, governments, non-profits, and businesses.

Quantum Quote: “Never put a period where the universe may have placed a comma”-George & Gracie Allen

Are your investments managing your money effectively AND also helping the
environment with clean energy?

Do you want to have confidence that you are not going to outlive your money?

Did you know that Exxon, the largest fossil fuel company and the most valuable
company on the planet in 2014 – has lost 2/3s of its value (from $500B to under
$150B), and was kicked off the Dow Jones Industrial Average in August? And that
today clean energy businesses are now more valuable – and employ 3 times more
Americans – than fossil fuel companies ?

Geri Eisenman Pell is the CEO of Pell Wealth Partners, a financial planning and
wealth management company that helps people come to peace with money and their
finances and gain peace of mind. She lives in Stamford, Connecticut, and her
business is located in Rye Brook, Manhattan, and Orange County, New York.

Geri shares how you can “Do good with your heart, do good with your brain, and do
good with your pocketbook.” She discusses the types of clean energy investments
that achieve financial goals, and how shareholder advocacy is a tremendously
powerful way for you to help create change.

Sign up for the AWESome EarthKind™ Clean Energy Master Class to discover 3 simple actions you can take to start saving money and make the world a better place – without having to learn complex technology

SuperNova #1. “I wanted to make sure that we were looking forward to the future
and not backwards. When I got into the business, responsible investing was about
not investing in apartheid, guns, tobacco and alcohol. Now, it’s about what the right
thing to do is – and how to achieve financial goals while driving a positive impact”

SuperNova #2. “There is such a change in the sentiments and the interest in clean
energy. The market has grown from just a few billion dollars of interest to over $15
trillion of investments.”

SuperNova #3. “All behavior is truth. Demonstrate what you believe in”

SuperNova #4. “When you invest in clean energy and sustainability, you first scan
the stocks and make sure that they meet all of your financial screens.”

SuperNova #5. “I love stories about the power of shareholder proxy and what the
shareholders want. The companies are responsible to their shareholders, to their
employees, and to their products. So… to everybody.”

Worst Clean Energy Moment – Holding on to things emotionally when it’s against
your values and when it is dissonant with your portfolio has been a disaster for

Ah-Ha: Having more power as a shareholder to change something big

Best Advice she’s ever received: When you get to a wall, don’t stop, figure out a way
to get over it, go around it. Or if you have to – go through it. Just keep going.

Personal Success: Meditation is the key to remaining level, being a good leader, and
being able to focus. Have a clear mind, a Buddha mind.

Internet Resource: Yoga works website.

Book Recommendation:

Socially Responsible Investing – Making a Difference and
Making Money, by Amy Domini.

Green to Gold: How Smart Companies Use
Environmental Strategy to Innovate, Create Value, and Build Competitive
Advantage, by Daniel C. Esty.

Magic Wand – Water security. The sheer number of people in the world that do not
have access to clean water, the parasites that live in the water. and the amount of
death that it causes is just horrible. And it’s so easily solvable. There are lots of companies doing fantastic and creative things to get clean water to places,
especially places like in Sub Saharan Africa.

One thing that Energizes today – This show. A blue wave will mean great things for
sustainability. And for the future of the planet. But no matter who wins the election –
humanity will innovate and we will come out ok.

WTF or F: Fun – Ziplining!

Parting Advice – Have a chat with a financial advisor who can help answer the
question: “Will I run out of life before I run out of money?” Find and talk to one.
Consultations are usually free and it is the most releasing, freeing peace of mind that
you can do – a gift to yourself.

Connect: Web: Pell Wealth Partners. Phone: 914-269-6732. /

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