"My passion is to support clients in aligning their investments with their personal and political values, as part of a broader movement to bring racial, economic, and gender justice to this country and beyond."
Ian McLeod, AIF®, CFP®
Professional Focus & Services
As a Senior Advisor, Ian leads the advisory relationship for a core group of clients to provide a team-based, high-level wealth management service, while offering firm-wide leadership in various capacities. Ian serves on the firm's investment management committee, oversees our financial planning service delivery, spearheads technology integration and manages vendor relations.
Ian has worked as a financial advisor specializing in socially responsible and impact investing since 2004. He is an Accredited Investment Fiduciary™ and a CERTIFIED FINANCIAL PLANNER™ practitioner.
While studying at the University of Connecticut in the late nineties, Ian became deeply interested in progressive economics and decided his life's work should support a financial system that prioritizes people over unlimited profit. Ian began his career in 2002 at a small Berkeley-based Registered Investment Advisor that managed socially responsible portfolios, and in 2004 began to work with his own clients as an advisor to their investment and planning needs.
In 2012, Ian co-founded a San Francisco-based, fee-only SRI advisory firm to focus on investments and financial planning for working and middle class people. During his tenure there, Ian developed the firm's retirement planning department, becoming an industry leader in socially responsible retirement plans for small to mid-sized companies and nonprofit organizations across the country.
Ian continues to support a variety of progressive organizations and campaigns in the Bay Area focused on immigrant rights, economic and racial justice, environmental sustainability, and workers’ rights. He is passionately committed to economic, racial, and environmental justice, which are at the forefront of efforts to create a sustainable and just world where people matter as much as profits.
Currently, Ian enjoys spending time with his wife and son, striving to be a great parent, playing bass and guitar, lifting weights, training Krav Maga, and unofficially providing tech support to friends and family.
Professional Affiliations and Recognitions
Current Member, First Affirmative Financial Network
Current Member, Social Investment Forum
Current Member, Financial Planning Association
Past Board Treasurer, Mission Asset Fund
Past Board Member, Agape Foundation
Education, Designations and Registrations
CFP®: Certified Financial Planner™
AIF®: Accredited Investment Fiduciary™, Center for Fiduciary Studies
Bachelor of Arts, Latin American Studies, University of Connecticut
Uniform Securities Agent Series 6