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Finance and Investing in CALIFORNIA


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Finance on GenGreen Life is: Personal Finance and Insurance, Banks and Credit Unions, Estate Planning (wills, trusts, retirement, etc.), Accounting, Investing, Mortgage Brokers and Lenders, Financial Organizations and Resources, Finance Classes and Education and more!



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Cal Green Lending
1236 Lincoln Avenue
Calistoga, CA 94515
Website: www.calgreenlending.com

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JPS Global Inv.
235 Market Street
San Diego, CA 92101
Website: www.jpsglobalinvest.com

Building Green Pathways to Wealth

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Aegis Capital Management, Inc.
P.O. Bos 99348
Emeryville, CA 94662
Phone: (510) 655-9333
Website: http://www.aegiscapital.com/

Marjorie A. Bennett, CFA Financial consulting and service management firm with socially responsible focus.

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Asiel and Associates
3310 Laurel St. P.O. BOX 81969
San Diego, CA 92104
Phone: (619) 640-0011
Website: http://www.ahouvasteinhaus.com/

A full service independent financial services firm since 1985. Specializes in socially and environmentally responsible investing and retirement planning, and life and long-term care insurance.

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At Home in Marin
1601 Second Street. Suite 100
San Rafael, CA 94901
Phone: (415) 451-8111
Website: http://www.athomeinmarin.com/

Residential real estate service focused on green home in the San Francisco Bay Area.

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Blue Summit Financial Group
9001 Grossmont Blvd. #718
La Mesa, CA 91941
Phone: (619) 698-4330
Website: http://www.bluesummitinvest.com/

Blue Summit Financial Group is one of the nation's most trusted financial services firms specializing in sustainable and socially responsible investing.

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Brauning Appraisals
3273 Claremont Way #200
Napa, CA 94558
Phone: (707)252-6374
Website: http://www.brauningappraisals.com

Green Certified through Bay Area Green Business Program 2008. Real Estate - Appraisers

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California Clean Money Campaign
592 Pennsylvania
San Francisco, CA 94107
Phone: n/a
Website:

The California Clean Money Campaign' seeks to achieve an open and accountable government that is responsive to the needs of all citizens.

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Calvert Social Investment Foundation
7 Elizabeth St.
San Francisco, CA 94110
Phone: (415) 824-2948
Website: http://www.calvertfoundation.org/

Community investments focused on creating jobs and affordable housing.

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Cathedral Financial Group
8080 Capwell Drive, Suite 202
Oakland, CA 94261
Phone: (510) 638-6331
Website: http://www.cathedralfinancial.com/cathedralfinanci

Cathedral Financial Group is trusted for our professional knowledge and expertise; respected for our integrity, social responsibility, and experience and appreciated for community building and promoting positive change.

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Charter Oak Bank
600 Trancas Street
Napa, CA 94558
Phone: (707)265-2000
Website: http://www.charteroakbank.com/

Charter Oak Bank uses the best technology available to provide benefits for the growth of businesses and to simplify personal banking. Their cash management solutions include ACH origination, remote deposit, lines of credit, and real-time on-line banking. Green Certified through Bay Area Green Business Program 2008.

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David M. Dobkin, CFP, AFI
1510 Walnut St. Suite E
Berkeley, CA 94709
Phone: (510) 549-8275
Website:

Socially-conscious financial planning.

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Ecology House
375 Catalina Blvd.
San Rafael, CA 94901
Phone: (415) 465-4453
Website: http://www.tikvah.com/cc/eh/

Environmentally sensitive apartment building;HUD funded. Eleven-unit apartment development designed for persons with environmental illness/multiple chemical sensitivities.

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Effective Assets
1510 Walnut Street
Berkeley, CA 94709
Phone: (510) 549-8780
Website:

Socially Responsible Investing

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Estate Conservation Associates
P.O. Box 6881
San Rafael, CA 94903
Phone: (415) 491-4762
Website: http://www.ecafinan.com/

Socially and environmentally-responsible investing. Financial planning.

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Evergreen Group
28 Clayton St
San Francisco, CA 94117
Phone: (415) 750-1120
Website: http://www.theevergreengroup.com

The Evergreen Group is the only business brokerage in the country dedicated to helping green business owners sell their businesses to like-minded buyers. We facilitate smooth and successful transfers of ownership of socially and environmentally sustainable businesses.

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Forward Funds
433 California St.
San Francisco, CA 94104
Phone: (415) 869-6319
Website: http://www.forwardfunds.com/perf-scfsx.htm

Green Mutual funds, Sierra Club approved.

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Girton Capital Management, Inc.
7 La Rosa Way
Larkspur, CA 94939
Phone: (415) 927-4484
Website: http://www.girtoncapital.com

We are a research-driven socially responsible registered investment advisor, dedicated to clear communication and friendly and professional service.

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Green Key Real Estate
444 8th Street
San Francisco, CA 94103
Phone: (415) 750-1120
Website: http://www.greenkeyrealestate.com/

Wouldn’t you rather work with a Realtor who shares your values in environmental and social responsibility? Look no further…Welcome to Green Key Real Estate.

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GreenCity Lofts
1007 41st Street
Emeryville, CA
Phone: n/a
Website: http://www.greencitylofts.com/green_living/

Green Building practices promote construction of buildings that are healthier for the occupants and healthier for the environment. The policy of GreenCity Lofts, LLC is to establish sustainability as a priority and further demonstrate our commitment to the environment.

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Greener Marin at Keller Williams San Francisco
1007 A Street
San Rafael, CA 94901
Phone: (415) 259-7082
Website: http://www.greenermarin.com/

Eco-Friendly brokerage using green products and service providers to reduce energy usage and recycle consumer waste.

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Greener Marin Real Estate
1007 A St.
San Rafael, CA 94901
Phone: (415) 259-7082
Website: http://www.greenermarin.com/

Helping you make choices in line with your environmentally-aware values.

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Greenleaf Financial Group
5900 Wilshire Blvd., Suite 2600
Los Angeles, CA 90036
Phone: (323) 330-0579
Website: http://www.greenleaf-fg.com/

We want you to feel good about your investments and comfortable that you are making smart financial decisions. Eliminate your financial stress with our clear reports, friendly discussions, and expert recommendations.

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Invested Interests
3660 17th Street
San Francisco, CA 94114
Phone: (800) 613-7875
Website: http://www.investedinterests.com/

Invested Interests is the leader in socially responsible investing. We will help you make profitable socially responsible investments!

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JPS Global Investing
235 Market Street, Ste. 305
San Diego, CA 92101
Phone: (619) 269-0329
Website: http://www.jpsglobalinvest.com/

Guided by our sustainable investing approach, we search for financially attractive investments that also meet environmental and social stewardship standards.

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Mortgage Green
700 Larkspur Landing Circle
Larkspur, CA 94939
Phone: (415) 461-8080
Website: http://www.mortgagegreen.com/

We are green certified, offering respectful financial services with competitive pricing guaranteed. Our profits support social and environmental reform.

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New Resource Bank
405 Howard Street, Suite 110
San Francisco, CA 94105
Phone: (415) 995-8100
Website: http://www.newresourcebank.com/

We believe in banking efficiently. We will provide our customers with innovative products and technology to help them achieve their financial goals while saving time and resources. Our own operations will be highly efficient. Our banking facility has been built to the standards of a Gold LEED CI certification.

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New Urban Home

Emeryville , CA
Phone: n/a
Website: http://www.newurbanhome.com/

Promotes a more sustainable lifestyle than the remoteness of the suburbs ever can: living in such proximity to a commercial and civic center is less taxing on both the resident and the environment. In equilibrium, the New Urban Home owner enjoys both the excitement of urban living and a tranquil retreat from urbanity.

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North Berkeley Investment Partners
900 Colusa Ave. Suite 201 Berkeley 94707
Berkeley, CA 94707
Phone: (510) 528-5820
Website: http://www.northberkeleyinvestment.com/default.htm

Financial planning and investment services. SRI focus.

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Parnassus Investments
1 Market, Steuart Tower Suite 1600
San Francisco, CA 94105
Phone: (415) 778-02000
Website: http://www.parnassus.com/

Socially responsible investment firm.

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Peoples Community Partnership Federal Credit Union
1432 Seventh St.
Oakland, CA 94607
Phone: (510) 267-0450
Website: http://www.pcpfcu.org/

As a community development financial institution (CDFI), our goal is to promote the economic empowerment of Oakland’s residents, especially those traditionally underserved by financial institutions. Socially responsible investing.

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Principles Solutions
865 El Camino Real
Menlo Park, CA 94025
Phone: (650) 462-1725
Website: http://www.principledbucks.com/

Financial and retirement planning; focuses on corporate responsibility, environmental sensitivity, and social justice.

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Progressive Asset Management.
1904 Franklin Street
Oakland, CA 94612
Phone: (510) 622-0202
Website: http://www.progressive-asset.com/

Socially responsible investing.

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RBC Dain Rauscher, SRI Wealth Management Group
345 California St. 29th Floor
San Francisco, CA 94104
Phone: (415) 445-8304
Website: http://www.rbc.com/responsibility/marketplace/prod

Thomas Van Dyck Social and encironmental investment consulting and protfolio management.

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RSF Social Finance
1002A O\'Reilly Avenue
San Francisco, CA 94129
Phone: (415) 561-3900
Website: http://www.rsfsocialfinance.org/

We provide innovative investing, lending, and philanthropic services to promote environmental, social, and economic sustainability.

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SKBA Capital Management
44 Montgomery St. Suite 3500
San Francisco, CA 94129
Phone: (415) 989-7852
Website: http://www.skba.com/

Providesinnovative financial services committed to creating social benefit and environmental sustainability.

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The Camejo Group
520 Third Street, Suite 20
Oakland, CA 94607
Phone: (800) 471-7244
Website: http://www.camejogroup.com/

At the Camejo Group, we specialize in custom designed portfolios for the individual investor concerned with preservation of principle, market returns, and following socially responsible guidelines.

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The Irvine Company
550 Newport Center Drive
Newport Beach, CA 92660
Phone: (949) 720-2000
Website: http://www.irvinecompany.com/

The Irvine Company is a 140-year-old privately held real estate investment company best known for the balanced, sustainable communities it continues to plan and create on The Irvine Ranch® in Orange County, California.

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The Levine Social Investment Group - UBS Financial Services
2185 N California Blvd #400
Walnut Creek, CA 94596
Phone: (925) 746-0234
Website:

Joshua Levine works to address their short- and long-term financial needs of clients. In addition to providing financial planning and a comprehensive package of financial services, Joshua has a core strength in Socially Responsible Investing.

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The Social Equity Group
2550 9th Street, Ste. 204A
Berkeley, CA 94710
Phone: (800) 743-9742
Website: http://www.socialequity.com/

The Social Equity Group is a Registered Investment Advisory firm specializing in socially responsible investments. We have been providing socially responsible money management services since 1992.

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Trillium Asset Management
369 Pine Street, Suite 711
San Francisco, CA 94104
Phone: (415) 392-4806
Website: http://trilliuminvest.com/

For 25 years, Trillium has been the leader in socially responsible investing. We believe that active investing can offer good returns to the investor, while promoting social and economic justice.

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Valencia Green
655 Mongomery St Suite 540
San Francisco, CA 94111
Phone: (415) 644-9900
Website: http://www.valenciagreensf.com/

Financing for green building purchases.

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