Impact Investors Planning & Advisory Services
Every investment has an impact. What's yours?
Professional Focus and Services
Shane Yonston is founder of Impact Investors, a wealth management and financial services firm located in San Diego, California. For over a decade, Shane has worked as a licensed financial advisor emphasizing impact investing. Shane is an Accredited Investment Fiduciary, a Certified Financial Planner practitioner, and has a Master of Science degree in Personal Financial Planning.
Shane was a managing partner in one of the pioneering socially responsible investment firms in the nation, working alongside of Judith Seid, who'd succeeded to the established wealth management practice of Jack Brill, author of Investing From the Heart in the 90s and a well-respected industry pioneer. On that bedrock of experience, through two of the most volatile stock cycles in history, and as a fiduciary advisor on numerous ERISA plans and foundation boards, Shane evolved an approach to managing impact portfolios that is structured around scenario modeling and a prudent, disciplined process for selecting sustainable and responsible impact funds and alternative investments.
In 2014, Shane launched Impact Investors as a way to focus on portfolio management and financial planning for high net-worth individuals, assisting family offices and individuals with wealth transfer, and advisory services to foundation endowments and organizations with a social or environmental mission. His proprietary system begins with the ever-expanding universe of impact investments, using professional software to assess individual assets using peer-group comparisons of numerous criteria with real-time data.
"I'm excited to be able to channel my knowledge and passion to my clients, provide a high level of personal service, and deploy the latest tools for positive impact investors," remarked Shane, adding that "in today's digital age, impact investors can influence change in corporate thinking that helps preserve our planet, build better communities, and provide for fair wages and treatment of labor."
Shane has dedicated himself to a career as an impact investment fiduciary in order to serve like-minded clients who share his vision for seeking return on investment while also supporting a more ethical and sustainable model for doing business in the 21st century.
Shane has been recognized as a hard working professional with strong ethics. He was named one of San Diego's FIVE STAR Wealth Managers for 2011. Prior to that, he was a recipient of San Diego Metropolitan's 40 Under 40 award, honoring professionals under the age of 40 who are leaders in their career and in the community. In addition, Shane is often quoted in publications such as CNBC, Investment News, San Diego Union Tribune, and has been featured on ABC Channel 10 News as a professional in the financial markets.
Professional Affiliations and Recognitions
- Board Treasure, San Diego Leadership Alliance - 2013
- Awarded Five Star Wealth Manager - 2011
- Awarded San Diego Metropolitan Magazine's 40 Under 40 - 2009
- Founding Board member, Outdoor Education Foundations of San Diego - 2007
- Founding Member, Net Impact Professional, San Diego - 2007
- Member, First Affirmative Financial Network - since 2005
- Member, Social Investment Forum - since 2005
- Member, Green America - since 2005
Education, Designations and Registrations
- CFP®: Certified Financial Planner TM
- Master of Science in Personal Financial Planning
- AIF®: Accredited Investment FiduciaryTM, Center for Fiduciary Studies.
- Registered Representative Series 7 - since 2004
- Uniform Securities Agent Series 66 - since 2004
- Bachelor of Arts, Global Studies, University of California Santa Barbara - 2001
Securities and Investment Advisory Services offered through Protected Investors of America, Member FINRA/SIPC. Protected Investors of America (PIA) is licensed as a Broker-Dealer in all 50 states. PIA is also registered as an Investment Advisor in AZ, CA, CO, DE, FL, MA, MI, NE, NV, NJ, NM, OR, PA, TX, UT, WA,& WI. If you are not from one of these states, we will not attempt to provide personalized investment advice to you unless we become licensed in your state or international jurisdiction. This website is not intended to contain recommendations or solicit sales regarding any specific investments. Opinions expressed on this website do not necessarily reflect the views of PIA or any other organization mentioned.
First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).
The credentials AIF®, CFP® listed above bears trademarks.