Impact Blog

Coaching Financial Professionals on Investing with Impact

Impact Investors’ Principal Advisors Catherine Woodman and Shane Yonston have recently been invited to speak at industry conferences as experts in Sustainable, Responsible, Impact (SRI) investments, to share their combined 30 years of experience serving investors with this focus. Earlier this year, the Financial Planning Association’s (FPA) Northern California region had its 45th annual conference in May, where Shane Yonston, alongside fellow panelists and industry leaders Sonya Dreizler and Justina Lai, spoke about the benefits of adding impact-oriented investments to an advisory practice (see photo below). They presented to over 100 financial advisors, addressing the considerations of inco

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Impact Investors, Inc. is a Registered Investment Advisory firm (CRD #289028) specializing in Sustainable, Responsible, Impact (SRI) investing. We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating our client's impact objectives with their financial goals into an overall wealth management strategy. Please review our Disclosures or Contact Us with questions. Copyright © 2020 Impact Investors. All rights reserved.