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Laura Isanuk

Laura Isanuk, CFP®, AIF®, CFS®

ADVISOR | DREAM BELIEVER | CO-FOUNDER

CERTIFIED FINANCIAL PLANNER™, ACCREDITED INVESTMENT FIDUCIARY®, & CERTIFIED FUND SPECIALIST®

Laura@SustainableAdvisorsAlliance.com

Phone: (720) 356-0778

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Meet Laura (She/Her)

Laura discovered her passion for finance in high school through her school’s monetary policy club where she presented directly to the Federal Reserve Bank of New York. Laura went on to study economics in tandem with environmental studies, receiving her Bachelor’s degree from Colgate University. She also minored in Spanish. Encanta hablar español!

 

Her career started in New York City on Wall Street with Standard & Poor’s as well as 30 Rock with UBS Wealth Management. While invaluable experience was gained, something was missing from her day-to-day life that the city simply could not offer: a deeper connection to nature and to others who value social responsibility and justice.

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When given an offer to join retirement solutions company Jackson National in Denver, Laura took it. This immersion to the Colorado investment world led Laura to discover First Affirmative Financial Network – a 30+year industry veteran known for their Socially Responsible Investment (SRI) platform. She worked in their home office in many capacities from business development to shareholder advocacy, eventually becoming an Advisor.

 

Now, as a Founding Member of Sustainable Advisors Alliance, LLC, Laura guides her clients to make meaningful, positive impacts with their financial assets while also growing and understanding their wealth.

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Laura is an active member of various communities working closely with leaders in the Benefit Corporation (B Corp) movement and the non-profit sector to advance sustainability and inclusion on all fronts.  She resides in Denver where she takes full advantage of      Colorado’s sunshine with her dog Zion - gardening, rock climbing, biking, skiing, trail running, hiking, — you get the idea!

“As an Advisor that focuses on SRI, I get to work every day on impacting companies. And I get to work directly with you, the investor, to make more conscious decisions all while making you feel secure in your financial future. I am excited to be on the front lines, fighting for this type of investing. Together I believe we can still make a change.


– Laura Isanuk, CFP®, AIF®, CFS®

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Education + Designations

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Bachelor of Arts dual major in Environmental Studies and Economics, cum laude, Colgate University

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Professional Certificate in Corporate Social Responsibility (CSR), University of Colorado, Boulder – Leeds School of Business

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Certified Fund Specialist™ (CFS®), Since 2015

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Accredited Investment Fiduciary® (AIF®), Since 2017

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Certified Financial Planner™

(CFP®), Since 2021

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Community Leadership & Involvement

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Board Member, B Corp’s B Local Colorado

 

Young Professional Board Member, The Nature Conservancy

 

Environmental Learning for Kids

 

Good Business Colorado

 

Small Business Majority

 

CO350.org

 

Cottonwood Institute

 

Anti-Oppression Resource & Training Alliance

 

Various start-up weeks throughout Colorado

 

Foster parent for Rocky Mountain Puppy Rescue

                     Cassidy Plair, MBA

                                  DIRECTOR CLIENT SERVICES

                                  Cassidy@SustainableAdvisorsAlliance.com

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Meet Cassidy (They/Them)

Growing up in a politically active family in Los Angeles, Cassidy was shaped by early experiences of community activism and youth outreach. Cassidy is a Magna Cum Laude graduate of the University of California, Riverside with degrees in International Relations & Political Science and Philosophy. Cassidy began their career in higher education, where they helped students at Compton High School prepare for college. 

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Driven by a passion for "business for good," Cassidy pursued an MBA focused on finance, seeking to blend analytical rigor with creative problem-solving. This journey led them to roles in community relations strategy and investor relations, where they developed a strong foundation in impact-driven business practices.

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Now, as part of Sustainable Advisors Alliance, Cassidy is excited to bring their unique blend of experiences to the world of sustainable investing and financial planning. Their focus is on creating value for clients by aligning financial strategies with long-term goals and impactful outcomes.

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Outside of work, Cassidy enjoys outdoor activities like hiking, camping, skiing, and boating. They are also passionate about the arts, particularly music and poetry. Cassidy draws inspiration and balance from these creative endeavors.

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