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November 01, 2004

Calvert Foundation honors Financial Advisors committed to Community Investing
By Calvert Foundation

Eric Smith, of KMS Financial in Seattle and David Dobkin, for Cambridge Investment Research in Berkeley were added to Calvert Foundation’s hall of fame in this year’s Advisor of the Year awards presentation. Every year at SRI in the Rockies (, a gathering of the socially responsible investing industry, Calvert Foundation recognizes financial advisors that demonstrate exemplary commitment to Community Investing. -- For both Eric and David, community investing is a major part of their business. Each have succeeded far beyond the Social Investment Forum’s 1% Community Campaign ( which encourages 1% of managed assets to be invested in lower income communities. The goal of the 1% in Community campaign is to triple the $5 billion already involved in community investing as of 2000. Such a result would move an additional $10 billion into disadvantaged areas across the nation and around the world. David and Eric are both members of First Affirmative Financial Network, a nationwide network of investment professionals dedicated to serving socially conscious investors.

Eric Smith is a Certified Financial Planner that believes you should invest from the heart but also use your head. Recognizing the interconnectedness and interdependence in the world his business philosophy seeks to support a peace economy that values and respects all people and ecological processes.

With a background in cohousing development, David, a “general practitioner” financial planner, has contributed to the understanding of real estate issues. He is Treasurer of the Bay Area Social Investment Forum. David believes incorporating community investing in his client’s portfolios is fundamental to his business.

Last year’s winners Andy Loving of Just Money Advisors in Louisville, KY and Kathy Leonard of Leonard Financial in Boulder, CO were again recognized as Advisors of the year. Both Kathy and Andy continue to lead the way in community investing. Between the two of them $1.6 million was directed into Calvert Community Investment Notes last year. Understanding the true power of community investing, Andy stood before a packed conference room to proclaim, “if only one percent of one’s assets are devoted to community investment, then one doesn’t understand community investing”.

Andy Loving, Just Money Advisors, (502) 454-3839,
Kathy Leonard, Leonard Financial, (303) 449-5760,
David Dobkin, Cambridge Investment Research, (510) 549-8275,
Eric Smith, KMS Financial, (206) 632-3337,

© Calvert Foundation

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