Andrea Hamilton spent two decades covering international business, politics and investing as a reporter and foreign correspondent before becoming an investment advisor to work one-on-one with clients in 2007. She brings a cross-cultural experience to her practice, having lived and worked in many countries in Asia and Europe during her years as a foreign correspondent.
Andrea holds two master’s degrees from University of California at Berkeley (Asian Studies and Journalism) and the Professional Certificate of Personal Financial Planning from UCSC Extension Silicon Valley. She holds the CERTIFIED FINANCIAL PLANNER™ designation and takes seriously her fiduciary responsibility to clients. With a passion for comprehensive financial planning, Andrea aims to help her clients create future wealth and avoid costly errors through ‘Financial Good Housekeeping.’ She focuses on aligning her clients’ values with their money and specializes in Environmental/Social/Governance—ESG—and Sustainable Responsible Impact—SRI—investing strategies.
Andrea lives on the island of Alameda, and spends most of her non-working hours paddling and racing outrigger canoe on San Francisco bay or hiking in the hills with her husky Kayla. She’s an active volunteer with the Sierra Club, and a regular participant in annual Earth Day and Coastal Clean Up activities. She also volunteers with the Financial Planning Association’s annual Pro-Bono Financial Planning Day clinic.
Inflation! Recession! Market Volatility! OH MY! How do we handle scary economic news?
The news – coming at us from every channel, broadcast, blog, or tweet – can sound scary and grim. Inflation, potential recession, rapidly rising interest rates, the wildly gyrating stock market … It’s enough to make us want to tune out the news completely or throw our investment statements in the shredder unopened.
ESG and Sustainable Investing is a Craze? Well, We Disagree
You may have seen a recent series in the Wall Street Journal critiquing ESG and sustainable investing as a ‘craze’. Well, we disagree, and here’s a thoughtful response from Morningstar’s director of ESG research Jon Hale. Read the full article on Morning Star's...
Women’s Circle Roundup – More Mindful Spending
By Andrea Hamilton, Mary Ballin, and Rachel ElsonA wide-ranging conversation yields some smart ideas for putting guidelines in place.We all know there are more ways to spend our money, and demands on us to do so. But figuring out how to make good saving and spending...
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