"I am dedicated to finding ways for capital and businesses to nurture people and the environment as well as profits."

Catherine Woodman, CFP®

Principal Advisor

Professional Focus and Services

As a Principal Advisor, Catherine leads the advisory relationship for a select group of clients to provide a team-based, high-level wealth management service, while overseeing the direction of the firm. Catherine is responsible for portfolio management oversight, partnership relations, firm accounting, and team development.

Despite the impact investment industry expanding exponentially over the decades since she started, not much has changed for Catherine in a lot of ways. She began her career as an investment advisor twenty years ago, and has always taken a comprehensive, financial planning approach that incorporates her clients' social and environmental criteria into their investment strategy.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Catherine contributes a holistic approach for managing our client's finances, integrating the tax and estate planning considerations necessary to achieve their objectives while upholding their values.

Having grown up in Iowa, Catherine developed a deep affinity for the environment early on in life, witnessing first-hand the devastating effects of unsustainable agricultural practices in the communities around her. Catherine’s interests in sustainability later expanded to include economics, and the role that local and global economies can contribute not only to environmental and social problems, but also to the solutions.

Prior to Impact Investors, Catherine managed an independent financial advisory practice and for almost a decade taught college courses on Investing 101, Financial Independence for Women, and Analyzing Stocks.

Professional Affiliations and Recognitions

  • Board Member, Sustainable Business Alliance 

  • Member, US SIF 

  • Member, Green America

  • Member, First Affirmative Financial Network

Education, Designations and Registrations

  • CFP®: Certified Financial Planner™

  • Licensed Life Insurance Agent - CA Insurance License No. 0D16665

  • General Securities Principal Series 24

  • Registered Representative Series 7

  • Uniform Securities Agent Series 63

  • Uniform Investment Advisor Series 65

  • Master of Science in Integrative Psychology, JFK University

  • Bachelor of Arts, Theater Arts, University of Iowa