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"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

For nearly two decades, Catherine has provided individuals and families with socially responsible investment advisory services. 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