Laura Isanuk AIF®, CFS®, CFP®
AIF®, CFS®, CFP®
Sustainable Advisors Alliance
Phone: (720) 356-0778
Professional Focus and Services:
Laura works directly with real people to help them realize their dreams and plan for their financial future while investing in a socially inclined manner around that vision. A firm believer that everyone can make an impact, Laura works to align the way my clients’ capital is used with their personal values. Her mission-aligned investing style with SRI/ESG considerations is accessible to all clients regardless of net worth and integrates holistic financial planning so clients can maximize the positive impacts of their financial decisions at every stage of life. You can learn more about her work and fellow advisors through Impact Investing Firms: https://impactinvestingfirms.com/.
Education and Experience:
Laura discovered a passion for finance at an early age when her high school’s monetary policy club had the opportunity to present to the Federal Reserve Bank of New York. She went on to study and major in Economics in tandem with Environmental Studies. Laura graduated cum laude from Colgate University and holds a certificate in Corporate Social Responsibility (CSR) from the University of Colorado Boulder.
Laura has held positions with Standard & Poor’s and UBS Wealth Management on Wall Street, and with Jackson National in Denver. She has earned her Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary (AIF®) and Certified Fund Specialist (CFS®) designations. She has previously held her Series 7 and 66 licenses.
Laura is a passionate and active member of the Colorado community working closely with leaders in the B Corp movement and the non-profit sector to advance sustainability and inclusion on all fronts.
Laura serves on the board of B Corp Colorado and is a Young Professional Board Member of the Nature Conservancy. Her time also supports Environmental Learning for Kids, Mi Casa Resource Center, Small Business Majority, CO350.org, Cottonwood Institute, Denver B Cycle, Anti-Oppression Resource & Training Alliance, Huntington’s Disease, and various start-up weeks throughout Colorado. She is always looking for the next great cause to work with you on.
Laura resides in Denver where she takes full advantage of Colorado’s sunshine with her dog, Zion. Be it backcountry skiing, trail running, gardening, and relaxing outside with a good book, although currently it is CFP Candidate related studies.
Laura Isanuk is an Investment Advisory Representative (IAR) with Sustainable Advisors Alliance, LLC, an SEC Registered Investment Advisor. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Additional information about Sustainable Advisors Alliance, LLC is available on the SEC’s website at www.adviserinfo.sec.gov (CRD number 312061).