Greetings, GradMoney Readers!

Dear GradMoney Followers,

I wanted to express my sincerest apologies for dropping everything out of the blue and neglect to do my regular weekday posts for the past month or so. Life just catches up with you when you least expect and I'm sure you can all relate. Between the creation of my new financial designation, traveling multiple times to promote it, and dealing with a whole slew of personal stresses and issues, I just lacked the creative drive at the end of the day to add new posts on GradMoney, and I apologize for just stopping everything cold turkey.

I am very pleased to present the launch of my new designation: the Chartered SRI Counselor (CSRIC) and if you are so inclined, you can read the following articles that were published the week of the launch:

I cannot thank you all for your kind support and well wishes -- this has been one of the most meaningful creations of my life and I cannot wait to see how this will help develop the course of the financial industry. I made trips to the United Nations, the CFA Society of New York (formerly NYSSA), I will be visiting the SRI Conference later this month, and then will attend the SASB Conference in New York at the beginning of December. All the while trying to squeeze in a vacation, move to a new apartment, and keep up with my regular work stream.

I'm not sure when I will begin the regular posts again, but I will be sure to let you know of new ones from time to time. In 2019 I would like to lay the foundations for a new financial advising firm that I am looking to start (Kotori Financial Advisors), and then I will be able to offer comprehensive financial planning (namely investments and retirement plans). I will also hopefully be completing my MSF and the Series 7 and 66 licenses to better serve my investment community better.

I just wanted to give you a quick update and I hope you are all doing well and had a fantastic summer! I will be in touch with you over the coming months.

Kind regards,

Jenny Coombs, Founder of GradMoney

Featured Posts
Search By Tags
No tags yet.

© 2018 by Jennifer N. Coombs and GradMoney. Proudly created with


All rights reserved. Use of this Site constitutes acceptance of our terms and conditions and privacy policy.


Restrictions: The material on this site may not be reproduced, distributed, transmitted, cached or otherwise used, except with the prior written permission of GradMoney or Jennifer N. Coombs.


Disclaimer: All data and information provided on this site is strictly the author’s opinion and does not constitute any financial, legal or other type of advice. GradMoney, nor Jennifer N. Coombs, makes no representations as to accuracy, completeness, suitability, or validity of any information on this site and will not be liable for any errors, omissions, or delays in this information or any losses or damages arising from its display or use. We also do not make any personal investments on behalf of readers, nor do we offer specific trading recommendations to readers. GradMoney is not a licensed broker dealer. All investment actions as a result of GradMoney’s articles are to be made at the discretion of the individual investor. All investments contain risks; GradMoney assumes no liability for any loss of income or principal.


All questions or inquiries my be directed to the attention of Jennifer N. Coombs.