December 2021 Issue: Sharpening his Focus on Diversity, Equity, and Inclusion-Sharpening his Focus on Diversity, Equity, and Inclusion by John Eing

Sharpening his Focus on Diversity, Equity, and Inclusion by John Eing

Pdf Summary

John Eing, a partner at Abacus Wealth Partners, is focused on diversity, equity, and inclusion (DEI) within the financial planning industry. As a certified B-Corp., Abacus is committed to social and environmental performance, and Eing is passionate about expanding what's possible with money. Abacus works with clients looking for a mission-aligned firm that can align their values with their money, offering comprehensive financial planning and a values-aligned investing approach. Abacus recently acquired Robasciotti & Philipson, a leader in social justice investing, and integrated their expertise and diverse client base into the firm. Eing recognizes the need for more diversity within the financial planning profession and believes that serving a changing demographic will make the profession stronger and more relevant. Abacus differentiates itself by offering portfolio choices that align with clients' values, including a sustainable portfolio focused on reduced carbon emissions and an ESG portfolio. Eing also takes on a player-coach role as a relationship manager, servicing his own book of business while helping develop a team. Abacus relies heavily on technology to run its back office and manage client relationships, utilizing tools like Zoom, Google Drive, and eMoney. Eing anticipates continued growth for Abacus and is excited about upcoming innovations led by the firm's chief of innovation. Overall, Eing's focus on DEI and aligning clients' values with their financial goals sets Abacus apart in the industry.

Keywords

John Eing

Abacus Wealth Partners

diversity

equity

financial planning

social justice investing

sustainable portfolio

ESG portfolio

relationship manager

technology