Robert Doran Shepard
Financial Advisor, AIF®
Striving to help his clients invest with a clean conscience
Years in the industry: 39
Years with CMA: 33
Licenses and Education: BA in Mathematics from St. Olaf College, Series 6, 7, 22, and 65. Accredited Investment Fiduciary® (AIF®), Center for Fiduciary Studies. Licensed Minnesota Life Health DI agent.
If you’re looking for a financial planner with a conscience, look no further than Bob.
As a committed advisor in Sustainable, Responsible, Impact (SRI) investing centering on Environmental, Social and Governance (ESG) issues, Bob works to empower his clients to align their investments with their ethics. He enables and facilitates informed financial decisions which help them manage risk using fiduciary best practices.
With nearly four decades in the industry, he has been able to help countless clients sleep better at night, confident that they’re securing a brighter future for themselves, their community, and their planet.