Laura Isanuk, CFP®, AIF®, CFS®
ADVISOR | DREAM BELIEVER | CO-FOUNDER
CERTIFIED FINANCIAL PLANNER™, ACCREDITED INVESTMENT FIDUCIARY®, & CERTIFIED FUND SPECIALIST®
Phone: (720) 356-0778
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.
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.
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®
Education + Designations
Bachelor of Arts dual major in Environmental Studies and Economics, cum laude, Colgate University
Professional Certificate in Corporate Social Responsibility (CSR), University of Colorado, Boulder – Leeds School of Business
Certified Fund Specialist™ (CFS®), Since 2015
Accredited Investment Fiduciary® (AIF®), Since 2017
Certified Financial Planner™
(CFP®), Since 2021
Community Leadership & Involvement
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
Anti-Oppression Resource & Training Alliance
Various start-up weeks throughout Colorado
Foster parent for Rocky Mountain Puppy Rescue