Pamela Stamper-Brandt, CFP, AIF
Seven Generations Investing, LLC
Professional Focus and
By channeling investments toward sustainable enterprises that
act in the public's best interest and care how they interact with
customers, communities, and the environment, we are creating
sustainable wealth for generations. Through the screening process,
for example, we are seeking companies that produce…
channeling away from destructive uses, such as industries that
pollute, companies that discriminate or employ sweatshop labor,
businesses that produce harmful products, and corporations that
support brutal and oppressive governments-making for a healthier
and more equal world. This is the power of socially responsible
- Clean Energy
- Healthcare Affordable
- Loans to Small Community
Standards of Service
As a 30+ year veteran in the
financial and investment planning industry, Pamela Stamper-Brandt,
a Certified Financial Planner™ practitioner, and Accredited
Investment Fiduciary® designee, is committed to demonstrating
competency and ethical behavior. As a CFP® practitioner, she
provides high-quality financial planning services; as an AIF®, she
manages investment processes according to a defined "fiduciary
standard of care."
Investing In Your Family's
your financial future look?
At Seven Generations Investing, our goal is to make you and
your family feel secure in your future while making a difference in
the future of the world. By first analyzing your current financial
state and helping you to create an emergency reserve, we help you
build your family's financial safety net.
Understanding your current
finances could even expose potential tax savings to funnel into
your investments for your family's financial future.
What are your financial
With your goals in mind, we design and recommend an asset
allocation strategy that you are comfortable with while maximizing
returns using healthy and sustainable impact investing that will
benefit future generations to come.
At Seven Generations
Investing, we believe in making an impact with your investing
whether you believe in a cleaner environment, sustainable
practices, or social equality.
Using the Accredited
Investment Fiduciary™ Five-Step Investment Management Process,
Pamela Stamper-Brandt helps to analyze, diversify, create,
implement, monitor, supervise, and adjust to help you achieve your
financial goals while allowing your investments to make the global
impact that means the most to you and your family.
How secure is your
Your estate is important to you and your family. Using estate
conservation strategies, we can assist in showing you how to reduce
current estate taxes and administrative fees by providing
suggestions for trusts as a vehicle that will contain your
sustainable and impact investments, creating abundance for
How should you protect you
and your family?
Every family deserves the best; and you deserve to know they
will be fine if something were to happen to you. At Seven
Generations Investing, we work with you to protect your income and
assets in case of premature death, disability, long-term care, or
medical needs, giving you and your family peace of mind to maintain
your sustainable living lifestyle.
How should you invest with
By applying our principles, we work with you to create the
best and most efficient employee retirement plan and/or health care
plan for your business while giving you the tools to meet your own
personal financial goals using sustainable investing
- Portfolio Resources Advisor Group, Inc., Investment Advisor
& Registered Representative
Affirmative Financial Network, LLC, Network Member
- Social Investment Forum
- Green America
- Financial Planning Association
Education and Experience
In addition to Pamela Stamper-Brandt's Certified Financial
Planner™ certificate and Accredited Investment Fiduciary™
designation, she also has the following securities licenses: Series
6, 7, 22, 63 & 65 and North Carolina insurance license (Life,
Health, and Variable Annuities). She has a bachelor's degree in
Mathematics from Appalachian State University, 1976, and has been
an adjunct faculty instructor for The College for Financial
Planning in Denver, teaching CFP classes through affiliate,
- Carolina Farm Stewardship
- Foothills Sierra Club
Environmental Alliance, Board Member
- Piedmont U.S. Green Building
- Sustainable Business Network
- Slow Food Piedmont Triad
- Friends of the
Blue Ridge Parkway
An Investment Advisor Representative of Portfolio Resources
Advisor Group, Inc., and a Registered Representative of Portfolio
Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Office
of Supervisory Jurisdiction: Portfolio Resources Group, Inc. 800
Brickell Ave., Suite 903, Miami, FL 33131 (305) 372-0299. Pamela
Stamper-Brandt subscribes to a package of professional services
offered by First Affirmative Financial Network, LLC. (FAFN).
She is not an investment advisor representative of FAFN. FAFN
is neither an affiliate nor a subsidiary of Portfolio Resources
Advisor Group, Inc.
First Affirmative Financial Network is an independent Registered
Investment Advisor (SEC File #801-56587) and has a sub-advisory
agreement with Portfolio Resources Advisor Group, Inc.
The credentials CFP® and AIF® listed above bear trademarks.