800px-Lakeland_FLAUSA_lake_Mirror_edited

Service Areas

Lakeland, Florida

Christian Stearns offers the following in this location:
  • Certified Financial Planner ™️ (CFP®️)
  • Financial Advisor
  • Wealth Management 
  • Investment Planner
  • Retirement Planning Advisor
  • Alternative Investment Management  
  • Impact Investing
  • Sustainable Investing
  • Environmental, Social, and Governance (ESG) Investing
  • Socially Responsible Investing
What is Sustainable Investing?

Sustainability focuses on meeting the needs of the present without compromising the ability of future generations to meet their needs. The concept of sustainability is composed of three pillars: economic, environmental, and social. This is informally known as profits, planet, and people.

Sustainable Investing is a broad term for investment approaches that consider Socially Responsible Investing (SRI) as well as Environmental, Social and Governance (ESG) factors. The Sustainable Investing category also includes measuring the Impact from the investments.

When you invest, you are buying into a business. Your investment shows support for the products and services that the business produces. Your investment also shows support for the manner in which that business is operated. Do you really know who you are in business with? Do their values match yours?

Many people ask if investing in Sustainable values with affect their profits. One analysis compiled various studies around sustainable investing and came up with some interesting results. 88% of studies found that companies adhering to Social or Environmental standards showed better operational performance. 80% of studies showed that adhering to Social or Environmental standards had a positive effect on the company’s stock price performance.

According to Morningstar, estimated flows into sustainable funds reached $13.5 billion through September 2019. This is a substantial increase from the $5.5 billion invested in all of 2018. That accounts for a growth rate of more than 150%. Would you like to be a part of this growth?

Contact Me

Want to get started with Sustainable Investing?

I'd be happy to answer any of your questions! 

Christian Stearns -

Certified Financial Planner ™️, Sustainable Investment Advocate & Author

Who I am

Chris resides in Cape Coral, Florida with his family and when not serving his clients, Chris enjoys boating and fishing with his family, auto racing and aviation. Chris also serves as a Liaison Officer for his alma mater – The United States Air Force Academy. He is president of the local chapter of the National Association of Active and Retired Federal Employees (NARFE), the state Alzheimer’s chair, and a member of various veteran and service organizations.

 

Why I do this

Chris began his career in financial services after retiring from both U.S. Air Force and federal government. Given his extensive background with both the armed forces and federal government communities, Chris joined a financial planning firm who primarily served active duty, retired military and federal government employees and their families. Wanting to provide expanded services to his clientele, Chris earned his CERTIFIED FINANCIAL PLANNER™️ certification and decided to join Conte Wealth Advisors.

 

What I can do for you

As a CFP® professional, Chris acts in a fiduciary role to develop and implement comprehensive financial plans. He believes in an integrated approach to assist his clients in reaching their financial goals and objectives. Chris specializes in Sustainable Investing (Socially Responsible Investing (SRIs), Environmental, Social & Governance (ESG) and Impact Investing.) If you are unfamiliar with this approach, he would be glad to discuss it with you!

Recent Blog Posts:

  • Facebook
  • LinkedIn
  • Instagram
  • Twitter
Conte Wealth Advisors | Fort Myers Office

Christian Stearns is Registered Representative of Conte Wealth Advisors Privacy Statement

This communication is strictly intended for individuals residing in the states of CaliforniaFlorida, GeorgiaMichiganNevada, New York, North Carolina, OhioSouth Carolina, and Virginia. No offers may be made or accepted from any resident outside the specific states referenced. 

Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Conte Wealth Advisors are not affiliated.