About

We Are Sustainable World Financial Advisors, a DBA firm founded by Ken Jacobs and Renee Morgan in 2016

ken-and-renee

Together Ken and Renee share over 30 years of experience in the field of impact investing and financial planning. Separately they were the founding presidents of two well recognized and established companies in Colorado, Better World Investments and Colorado Sustainable Financial Planning. Better World Investments has partnered with Colorado Sustainable Financial Planning to create a larger firm dedicated to providing top quality service to our growing client base. SWFA provides full service financial planning and investment management to clients all over the country.

While Sustainable World Financial Advisors is not directly associated with First Affirmative Financial Network, Ken and Renee are both Investment Advisor Representatives of First Affirmative, the largest network of financial advisors specializing in sustainable, responsible, and impact investing. Ken and Renee are both also members of the Social Investment Forum. Both Ken and Renee are leaders in their field often being recognized with awards and asked to speak on behalf of the industry.

Our Mission

We help people define and meet their financial goals and provide them with the opportunity to do so in a manner consistent with their social and environmental values.  To do so, we provide our clients with straightforward, ethical advice and service. We offer them tools to wisely and confidently handle their money and to have a positive impact on the corporate world as it affects their own lives and the lives of others.

Renee Morgan

Renee Morgan

Co-Founder

Renee is a co-founder of Sustainable World Financial Advisors, a DBA company. She has been practicing socially responsible investing (now referred to as sustainable and impact investing) since entering the business in 2000. SWFA is not a registered entity.

Ken Jacobs CFP®, AIF®, CLU

Ken Jacobs CFP®, AIF®, CLU

Co-Founder

Ken, a full service Certified Financial Planner (CFP®) who has focused his practice on socially responsible investing, (SRI), since entering the business in 1997, is a co-founder of Sustainable World Financial Advisors, a DBA company which is not a registered entity.

Max Shefte-Jacobs

Max Shefte-Jacobs

Max has worked as a financial advisor’s assistant since 2014, and gained a wide set of office skills in doing so. Among his duties, Max enjoys assisting participants with the retirement plans under First Affirmative management.

Laura Isanuk AIF®

Laura Isanuk AIF®

Laura Isanuk is a financial services industry expert and has earned both Accredited Investment Fiduciary (AIF®) and Certified Fund Specialist (CFS®) designations. Laura works directly with clients to plan for their financial future while investing in a socially inclined manner.

Ready To Start Saving The World?

Let’s work on that together.

Let's Talk
X
Ken Jacobs CFP®, AIF®, CLU and Renee Morgan are investment advisor representatives of First Affirmative Financial Network (“First Affirmative”). Ken and Renee own an entity called Sustainable World Financial Advisors (SWFA) which is not affiliated with First Affirmative nor is it a registered entity. SWFA does not offer investment services, those services are offered by First Affirmative which is a Registered Investment Advisor (SEC File #801-56587). SWFA is a “doing business as” (DBA) name for use in its operations and should not be considered a registered entity offering investment services. The credentials CFP® & AIF® listed above bear trademarks. FAFN-Logo-(1)
¤