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Shane Yonston, licensed financial advisor emphasizing socially responsible and impact investing

Shane has worked as a licensed financial advisor emphasizing socially responsible and impact investing for over fifteen years. He is an Accredited Investment Fiduciary™, a CERTIFIED FINANCIAL PLANNER™ practitioner, and has a Master of Science degree in Personal Financial Planning.

In 2003, Shane started his career training in the Private Client Services division of one of the world's largest financial services companies. In 2007, driven by his professional mission to contribute toward a more just and environmentally sustainable society, Shane joined one of the oldest socially responsible investment firms in the nation, working to become the Managing Partner by 2010.

In 2014, Shane launched Impact Investors to provide portfolio management and financial planning for investors and other advisors who want a prudent approach to achieve financial returns in line with their personal values.

Currently Shane spends much of his time traveling between San Diego, Boulder and Berkeley working with the Impact Investors team and the many clients we serve in those locations.

Information: https://www.theimpactinvestors.com/shaneyonston
email: shane@theimpactinvestors.com

Region: 
city of san diego
National