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Meghan L

CFP®

Colorado Sprins, CO

First Affirmative Financial Network LLC

Meghan Lape is a CFP® professional with five years of industry experience, currently with First Affirmative Financial Network LLC. Her prior roles include positions at JPS Global Investments and Conscious Impact Financial Planning LLC. Meghan is also the owner of Mindful Tax, where she provides tax preparation services. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans nationwide, managing approximately $956 million in assets across 14 advisors. The firm emphasizes values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering a proprietary Values-Aligned Direct Index Solution alongside various discretionary portfolio management and consulting services.

ESG / Sustainable investing Private / alternative investments
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