Professional Focus and Services
Raeheart Financial specializes in Ethically Aligned Wealth Management. This practice incorporates Values-Based Financial Planning and Socially Responsible, Sustainable, and Impact Investing. When a family, individual, small-business or organization places their core values at the center of their financial planning and investment choices, there is a clarity and intentionality which we believe drives better planning outcomes. For most of us, knowing we are contributing to a better world enables us to face the ups and downs in the market, and in our own financial circumstances, with greater ease. Thankfully, with advances in ethical investment options, there is no need to choose between values and investment performance. Ask us about the latest research!
- Impact HUB Minneapolis; Founding Member
- Impact HUB Boulder; Founding Member
- Green Business Network
- Social Enterprise Association
- Transformational Leaders Collaboratory
- MN Environmental Initiative
Education and Experience
- BA: Innovation and Sustainability in Business from The University of Minnesota
- Series 7 and 66 Licensed
- Chartered Retirement Planning Counselor
- Financial Advisor as of 2004
- Owned an import company which was purchased in 2002
Part of the Leadership team for developing an Impact Investment ecosystem in the Twin Cities through the Minneapolis Impact HUB. President of the Board for The Caponi Art Park and locally involved with 350.org
Securities and investment advisory services offered through Financial West Group (FWG), Member FINRA/SIPC. Raeheart Financial and Financial West Group are unaffiliated entities. Office of supervisory jurisdiction: Hunter Brownlie 55 Main Street, Suite 415 Newmarket, NH 03857
Jina Penn-Tracy subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. She is not an investment advisor representative of First Affirmative Financial Network. First Affirmative is not an affiliate or subsidiary of Financial West Group.
First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).