GREEN ERA FINANCIAL
The level of service you expect from a boutique firm.
There are approximately 130,000 financial professionals in the U.S.
So why work with us?
Simple.
Our firm has been designed from the bottom up to provide the highest level of care & service possible to our clients.
Our sole focus is on always doing right by you and going above and beyond with our guidance and advice.
This is a partnership that we hope lasts a lifetime and can only be built on trust, collaboration, friendship, and service.
We're a small firm who sees a problem with the lack of real wealth management by most firms and we are on a mission to solve that.
Our fiduciary responsibility.
At Green Era Financial, we are fiduciaries. This means that we are legally required to always act in your best interest.
We put your needs first, and we are laser-focused on making the best possible recommendations for you that we can, based on our expertise and knowledge of your situation.
We take our fiduciary duty very seriously, and we believe that it is our solemn duty to help you succeed financially.
Mission and purpose.
Since our inception, our core mission has remained unwavering: to offer unparalleled investment management and financial guidance while always doing right by our clients.
Our purpose, what we love doing, and what our firm was founded on, is to enhance the lives of our clients and empower you to achieve your financial aspirations.
You deserve the best.
That's why we utilize cutting-edge technology to serve our clients, bringing streamlined simplicity, clarity, and confidence to your financial situation.
We are proud to partner with RightCapital, a leading financial planning software provider, to assist us in understanding your finances and providing you with a client portal where you can access every aspect of your financial picture.
As our primary custodian, we use Altruist Financial*, enabling us to manage your portfolio, provide performance reporting, and streamline client onboarding. Altruist allows us to operate more efficiently, granting us additional time to work closely with you.
Furthermore, we rely on Nitrogen to assess existing portfolios, help determine risk parameters, and design tailor-made portfolios to help you reach your financial goals.
Education, not persuasion.
We're your financial planner, not a Wall Street stock broker
We're here to educate and advise you, not sell you things or talk over your head. That's why we focus on education.
What we're about.
Doing right by you.
There's nothing that drives us more than this exact focus.
"Is this the best thing for you?" is the question we constantly ask ourselves and determines our recommendations.
Accountability & accessibility.
Strong relationships are built through service and outreach.
Expect regular check-ins from us as well as thorough annual strategy meeting. We are always here for you if you need us.
Cary Green
Cary is a financial planner, CEO, and co-founder of Green Era Financial.
Born in South Africa, his family moved to the US when he was just four years old. His dad, who was a pro golfer and golf instructor, had a successful career - until 2008 hit. Just getting started as an adult, Cary witnessed firsthand the impact the Great Recession had on his father's finances, bringing him to the brink of bankruptcy in less than a year.
At this time, Cary realized that, though his dad was an amazing father and a very successful golf teacher, no one had ever sat him down and helped him put his finances in order and plan for the future. This realization spurred him to become a financial planner, vowing to protect as many families as he could from suffering a similar fate in the future.
Starting his career in finance over a decade ago, Cary spent the first 5 years working in fundraising for non-profits, raising tens of millions for charities across the US. From there, he transitioned into helping individuals and families as a financial planner, proudly assisting hundreds of clients over his career in improving their financial outlook.
With a passion for helping others, he co-founded Green Era Financial with one mission: to offer unparalleled investment management and financial guidance while always doing right by our clients.
Holding an impressive array of licenses and certifications, including the 02-15 Insurance License, SIE, Series 6, Series 63, and Series 65 - Uniform Investment Adviser Law Certification, Cary’s proficiency lies in wealth management, portfolio design, risk assessment, and retirement planning.
Outside of helping clients with their finances, Cary loves golfing with his dad, trying out new restaurants with his long-term girlfriend, and is a self-proclaimed nerd for consuming all things finance.
Jean Jacques Widmaier, RFC
®
JJ Widmaier (short for Jean Jacques), is a financial planner, Chief Investment Officer, and Co-Founder of Green Era Financial.
Born into a large family as the youngest of eight and the son of a Haitian immigrant who served in the Air Force, JJ's financial passion was kindled at the age of six during an overseas trip where he first learned about exchange rates.
This early exposure sparked a lifelong commitment to the study of business and macroeconomics, which he applied to starting his own business in the merchandising space in his mid-20s and growing it to over $1MM in revenue within three years.
It was during the 2008 crash, which financially devastated his parents and loved ones (after having already been impacted by the recessions of 1990 and 2001), that his mission crystallized: to help individuals safeguard their financial assets in any economic climate.
He sold his successful merchandising company and dedicated himself to becoming a portfolio manager.
To learn from the best, he joined forces with a prominent consulting firm for financial advisors, where he gleaned insights from industry luminaries and developed his unique understanding of investing and private portfolio management.
During his subsequent tenure as the Managing Director at a prominent investment firm in Orange County, his investment strategies were instrumental in allocating over $100M.
As Chief Investment Officer at Green Era Financial, JJ orchestrates investment strategies in alignment with macroeconomic trends in the US and global markets. This strategic direction aims for asset stability throughout market cycles via diversified, uncorrelated allocations.
Beyond finance, JJ and his girlfriend lead a healthy lifestyle. He is a dedicated lifelong learner, and his hobbies include French cooking, open ocean swimming, and exploring the Florida outdoors with his dog Hugo.
Working with Green Era Financial.
a pain-free process, designed with you in mind
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1. Schedule a time.
This is a short introductory call for us to get to know each other. On this call, you'll be able to outline your financial concerns, desires and wishes for the future.
2. Meet with us.
In this conversation, we'll share how we work with clients, costs of services and will determine if we are the right advisors for you.
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3. Think about it.
After meeting, we'll send a recap email with next steps so that you have an understanding of what working with Green Era Financial looks like before making a decision.
