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