YourStake, YourStory Ep. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors

 

Gabe Rissman  00:06

Hi and welcome to another episode of your steak your story. We're a video series with advisors and for advisors focused on highlighting best practices around values based investing. Today I'm really excited to have Dave and michelina with me. Dave has been working in the financial industry for more than 20 years. And fair planet advisors represents the culmination of Dave's years of professional experience, combining his passion for protecting the goals and dreams of his clients, and doing so in a sustainable matter. And Melina is excited to bring her passion for individuals in those they love to fair planet advisors, she's committed to building a just and sustainable world for all their professional and personal life. They have michelina really excited to have you on. Thanks. Good. Cool. So I'm gonna start with my favorite question that I always asked at the beginning. Just with the audience would love to know a little bit about you. Where'd you grow up? Was your journey to financial advising? And maybe how did you meet?

 

David Roth  01:10

How did we meet? Oh, that's, that's a whole nother SIX series, how we got into where we are now. So I grew up in the Pittsburgh, Pennsylvania area. So my mom joined the military. And she went on and I went with her to a number of different base assignments. So as a military brat throughout high school, ending up in Frankfort, West Germany, all of her siblings were big eight or big six CPAs. So I was basically voluntold from them that I was going to be an accountant, I didn't really have a choice. My mom was a psychiatric nurse practitioner. So she was in the medical field. And it's 25 years in the military. So after graduating college doing accounting, I realized I didn't want to be back office anymore. I wanted to do service, I wanted to help clients more than just pushing numbers. And I discovered this thing called Investing in finance. And that kind of started the path on to being a front office support to clients.

 

Michelina Roth  02:06

And I grew up in the Pacific Northwest in Southern Oregon. I had a family that was really involved in the social justice movement. And really, that was a big part of conversations around the dinner table. And so that was always really important to me, I went to college to study French and theology, I kind of just that philosophical approach and interested in making connections with people. So I did a year abroad in France and that ability to connect with people I was just really passionate about. And then we met in Denver, Colorado, through actually through through some youth group stuff and just church activities. And I got married a year later. And when we had our first children child, I decided to be a stay at home mom and went on to homeschool our boys was really passionate about helping them feeling like the most important thing for them to learn was who they are and what was important to them. And so I've been doing that for the last 20 years basically, and about three years ago joined our business really excited about also bringing that message to other people. I feel like that's what ESG investing is, is is helping people connect with what's important to them. And not we just our planet can't afford to have people who hold their noses and don't live the way they believe and know is true in their hearts. So

 

David Roth  03:22

I gave you mentioned kind of the audiences or other advisors that do what we do. So they'll also relate to this comment probably that we sometimes find ourselves kind like being marital counselors for our clients. So I'm going to share a little bit here so I'm gonna government owe you a copay for a little marital counseling here on our, our podcast. But when we were deciding where to go back, Kellyanne and I were dating, I was working for what I thought was my foreve