STILL ON -Sustainable Investment Options Online
SNOW won't stop us! :) This event is still happening.
Please join us for an online presentation discussing valuable “how-to’s” of sustainable investing by Jan Bryan CFP® AIF® and Laura Isanuk CFP® AIF®. Jan and Laura are co-founding members of Sustainable Advisors Alliance, LLC a Registered Investment Advisor registered with the SEC. Learn how to align your investments with your values and create positive change in the world while meeting your financial goals. Learn more about Jan and Laura at: www.sustainableadvisorsalliance.com
Jan Bryan has specialized in Sustainable, Responsible, and Impact (SRI) investing for over thirty years. She is a “fee-only” (does not receive any income from commissions, bonuses, or other compensation from investments) financial planner who takes a values approach to sound financial planning.Jan was a co-founder of the Investors & Indigenous Peoples Working Group and is an advisory board member of First Peoples Worldwide. Away from work, Jan is a naturalist and adventurer and enjoys just about anything in the world of nature. She speaks conversational Spanish.
Laura Isanuk is a 14 year financial services industry expert and has earned her Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary (AIF®) and Certified Fund Specialist (CFS®) designations. Laura works directly with clients to plan for their financial future while investing in line with their personal values. Previously she has held positions with Standard & Poor’s, UBS Wealth Management, and Jackson National. Laura serves on the board of B Corp Colorado and is a Young Professional Board Member of the Nature Conservancy. Laura holds a Bachelor’s degree from Colgate University and a certificate in Corporate Social Responsibility (CSR) from the University of Colorado Boulder. Laura resides in Denver where she takes full advantage of Colorado’s sunshine with her dog, Zion, be it by backcountry skiing, gardening, or relaxing outside with a good book.
Jan is an Investment Advisory Representative (IAR) of Sustainable Advisors Alliance LLC (SAA) SAA is a Registered Investment Advisor (RIA) with the SEC.
Laura Isanuk CFP® CFS® AIF® is an Investment Advisory Representative (IAR) of Sustainable Advisors Alliance LLC (SAA) SAA is a Registered Investment Advisor (RIA) with the SEC and can be reached at 928-771-0052.
Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.sustainableadvisorsalliance.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
Required Disclosures: Always read the fine print!
Investment advisory services provided by Sustainable Advisors Alliance, LLC (SAA). Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website,www.SustainableAdvisorsAlliance.com.
This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
Sustainable Advisors Alliance, LLC does not provide tax or legal advice.
All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.
Past performance may not be indicative of future results. Indexes are not available for direct investment. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful or that financial markets will act as they have in the past.
- Thursday, February 23, 2023
- 6:00pm - 7:30pm
- Time Zone:
- Eastern Time - US & Canada (change)
- This is an online event. Event URL will be sent via registration email.