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Sustainable Investing

We help individuals integrate their values around sustainability with their investment goals.

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Sustainable Investing - Interest and Impact

The old adage is that we vote with our dollars. In other words, how you choose to spend money is a reflection of our values and can shift how and what producers and companies provide. Your decision to spend money on this and not that can make an impact, especially when thousands or hundreds of thousands of other consumers make the same choices.

The same can be true of investing. More and more investors want to do well by doing well. They want their investments to be in companies and industries that they feel good about. For those clients, we can create a value-based approach with your portfolio. For these clients, it is important to them they support companies that share their worldview. We’ve been helping clients create value-based portfolios since 2006 – a time when sustainable investing and values investing was in its infancy. At that time it was challenging to find investments that did good and performed well. Now there are many more opportunities for sustainable investing.

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We've been helping clients create values-based portfolios since 2006

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Sustainable and Responsible Investing Opportunities

If feeling good about the investments you are making is important to you, we can help you build a portfolio that matches your values. Here are some of the areas you can help improve with sustainable investments.

  • Positive environmental impact

  • Promote human rights

  • Improve local economies

  • Reduction in carbon emissions

  • Create social impact

  • Global poverty reduction

Getting Started with Sustainable investing

The key takeaway for investors is that investing well and incorporating values around sustainability need not be mutually exclusive. By starting with a robust investment framework, then overlaying the considerations that represent the views of sustainability-minded investors, this allows for a cost-effective approach that provides investors the ability to pursue their sustainability goals without compromising on sound investment principles or accepting lower expected returns.

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Meet the Investment Manager

Robert is passionate about helping people create and manage their sustainable investment portfolios. He’s the founder of Pacifica Wealth Advisors and has over 20 years of experience as a financial advisor.

You may have seen him on Katie Couric, Dr. Phil or Good Morning America as an expert in finances. Robert is a certified financial planner as well as a CFP® Ambassador, one of only 50 in the country!

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Meet the investment manager

Robert is passionate about helping people manage their sustainable investment portfolios. He’s the founder of Pacifica Wealth Advisors and has over 20 years of experience as a financial advisor.

You may have seen him on Katie Couric, Dr. Phil or Good Morning America as an expert in finances. Robert is a certified financial planner as well as a CFP® Ambassador, one of only 50 in the country!

Fiduciary Financial Planner Irvine

We are true fiduciaries.

This means we always put our client’s best interests first. A true fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are true fiduciaries. Read our fiduciary oath to see the principles we live by.

Reach us at (949) 305-0500