Eric is responsible for executive management, investment consulting services, financial planning engagements, and operations.
"Thirteen years old and just received some stocks and cash gifts from generous relatives for my Bar Mitzvah--that's when I began to think about what my investments were doing in the larger world. My sermon was about how important reputation is. Later, 17 years after I completed first grade at Calvert Street Elementary School in Woodland Hills, California, Wayne Silby and John Guffey, Jr. launched the coincidentally named Calvert Funds' socially responsible mutual funds. And five years after that I launched a financial services practice to help people get their money invested prudently in some of those very funds."
Professional and academic
Eric founded Goodfunds Wealth Management™ (formerly Eric Smith & Associates) in 1986. The practice was established to professionally and competently serve citizens wishing to participate in the new sustainable and responsible investing movement. Since then, hundreds of investors have benefited directly from his service and he also trained a number of SRI professional colleagues over the years. He sees his work more as service to people and planet than just a profession.
Having met initial 1993 and ongoing standards of professional competency through the College for Financial Planning, Eric is a Certified Financial Planner® certificant. In addition, he holds the Accredited Investment Fiduciary® designation and is a Registered Investment Advisory Representative Series 65. He completed the Bachelor of Science in Business Administration (California State University Dominguez Hills). Prior to 1986 he worked as an independent accounting auditor.
Since the beginning of the Social Investment Forum's 1% For Community campaign, Eric's practice has exceeded that level and is recognized as a "Community Investing Achiever" fighting poverty and restoring economic dignity to people all over the world. In 2004, Calvert Foundation recognized him with the "Advisor of the Year" award for community investing and First Affirmative Financial Network consistently awards him for "outstanding service to socially conscious investors."
Investment Advisory Representative of Natural Investments, LLC. Member of US SIF: The Forum on Sustainable and Responsible Investing since 1986. First Affirmative Financial Network Member since 1999. Registered with KMS Financial Services, Inc. 1988-2016. Participated on First Affirmative Financial Network's Advisory Board. He is also a member of Green America Business Network, Seattle Philanthropy Advisors Network, and Financial Planning Association.
Eric supports and volunteers with projects related to urban bicycling, urban sustainability initiatives, progressive politics, and community-based non-commercial media. He serves on the board of Sustainable Ballard. He was elected Precinct Committee Officer (D) in Washington's 36th Legislative District in 2004 and ran the Area Caucus attended by hundreds of citizens in the historic 2008 Primary.
He teaches classes and speaks on sustainable, responsible, impactf investing. He participates on committees of US SIF, sponsors programs of the Social Investment Forum Foundation, and served on the board of directors executive committee (treasurer) of a community foundation that supports activist, community-based organizations working for social, economic, and environmental justice across the Northwest.
EricSmith[ a t ]NaturalInvestments[ d o t ]com