"I'm continuously inspired by the impact we can have with our investments. And, what if we all aligned our money with our values? What would the world be like?!"

Shane Yonston, AIF®, CFP®, MFP

Principal Advisor

Professional Focus & Services

As a Principal Advisor, Shane 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. Shane is responsible for strategic planning, partnership relations, compliance oversight, and firm communications.

For over seventeen years, Shane has worked as a licensed financial advisor, deeply involved and passionate about the field of socially responsible investing, with an exclusive advisory emphasis on impact investing since 2004. He is an Accredited Investment Fiduciary™, a CERTIFIED FINANCIAL PLANNER™ practitioner, and has a Master of Science degree in Personal Financial Planning.

In 2014, Shane launched Impact Investors as one of the country's first virtual advisory teams, fully focused on providing socially conscious investors with competitive, responsible portfolio management and financial planning, unconstrained by geography.

Shane has been recognized as an industry innovator with strong ethics. When he was eligible, he received San Diego Metropolitan's 40 Under 40 award, honoring up-and-coming professionals who are leaders in their career and in the community. More recently, he was honored as one of a handful of industry experts selected to pioneer the US SIF's Policy Leaders Inaugural class. In addition, Shane has been quoted often in publications such as CNBC, Financial Week, Investment News, and featured on ABC Channel 10 News as a professional in the financial markets.

These days, Shane is sheltering in place just South of Santa Cruz with his wife and new daughter. When he's not changing diapers, he's either on a jog in the redwoods or on Zoom with the Impact Investors team and the many clients we serve across the country.

Professional Affiliations and Recognitions

  • Current Advisory Board Member, Self-Help Credit Union San Diego - since 2017

  • Current Network Member, First Affirmative Financial Network - since 2005
  • Current Member, US SIF: Forum for Sustainable & Responsible Investing - since 2005

  • Current Member, Green America - since 2005

  • Past Graduate, US SIF Policy Leaders Training Program - 2018

  • Past Board Treasurer, San Diego Leadership Alliance - 2013

  • Awarded San Diego Metropolitan Magazine's 40 Under 40 - 2009

  • Founding Board Member, Outdoor Education Foundation of San Diego - 2007

  • Founding Member, Net Impact Professional, San Diego - 2007

Education, Designations and Registrations

  • Master of Science in Personal Financial Planning, College of Financial Planning

  • CFP®: Certified Financial Planner™ 

  • AIF®: Accredited Investment Fiduciary™, Center for Fiduciary Studies

  • Registered Representative Series 7

  • Uniform Securities Agent Series 66

  • Licensed Agent: Life, Health and Annuity - CA Insurance License No. 0E68665

  • Long Term Care Insurance (LTC) Certificate

  • Bachelor of Arts, Global Studies, University of California Santa Barbara