Articles under “PassivePlus”

The Women of Wealthfront: Celine Sun

On March 8th we kicked off Women’s History Month by profiling some of our most unique women clients. As part of our month-long celebration we now want to highlight a few of our talented women executives at Wealthfront — all outstanding leaders who, like our clients, have taken an unconventional path to get to where they are.

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Closing the Gap

When I speak to women’s groups about investing, I often share my own story of when I was starting out. After a few years of earnestly saving, I hired a financial adviser who put my savings to work in the market.

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Building Your Socially Responsible Portfolio

We know our clients want a portfolio that also aligns with their beliefs. And thanks to Stock-level Tax-Loss Harvesting we’ll be able offer Socially Responsible Investing, allowing you to build a portfolio that best represents your values.

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Introducing Josh Grau

Wealthfront isn’t a typical financial services company. Our mission is to democratize access to sophisticated financial advice.

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