"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.

Catherine began her career as an investment advisor twenty years ago, always taking a comprehensive, financial planning approach that incorporated her clients' social and environmental criteria in their investment strategy. Not much has changed in a lot of ways, and she still loves every minute of it.

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

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.