Investor accreditation is a designation that allows investors to have access to more sophisticated investments than traditional brokerage accounts. It can be a great route to become a more tenured investor and have access to various investment vehicles that were not possible before.
Some examples of investments that require investor accreditation include private equity, unlisted REITs, and angel investments.
The path to becoming an accredited investor can be intimidating, but the first step is to educate yourself and understand the potential benefits of this path. Working with a financial advisor or planner to help you clarify your goals and create a roadmap to achieve them can be invaluable. The more women who are informed about this opportunity to access unique and lucrative investments, the more we can collectively shift the power dynamics in the investing world for generations to come.
She’s Independent has pathways to accreditation for every level of investor, led by Jessica Meunier and Natalie Levy. Join us to learn more and get accredited today!
About the Author
Jessica Meunier is a financial advocate, money mindset coach, published author, speaker and angel investor. She is disrupting the financial planning industry by focusing on financial wellness and leading in price transparency. She has 15 years of experience in financial planning and analysis, is a former CPA and an accredited investor.
Jessica loves to see women increase their confidence in financial decisions and build wealth in ways they never thought possible! Jessica lives in the Bay Area with her husband and two daughters. She loves to be outside, get active and bake whenever possible. Learn more about her work here and start your financial wellness journey today!