Veteran wealth advisor “Shãne” Sutherland is setting the pace for gender diversity investing. In 2014 she opened Simple Impact, a boutique investment and financial planning firm in Santa Monica, CA. She combines her award winning creative style, in depth analysis of sustainable attributes of public companies, intuitive advice, mastery of trading skills, with a technical finesse and efficiency. Simple Impact is a gem for investors wanting to make the most of what they’ve got, delegate the finances, and free themselves from the burden of financial decisions, to achieve their utmost potential in life and leadership.
Her strong moral compass is displayed in her Fiduciary status and passion for identifying companies with Social Environmental and Governance Mindfulness. She is a discretionary manager, with numerous industry licenses and credentials. Her education seminars demystify the language of finance, encourages the alignment of values and money, and advocates for masculine/feminine balance.
Shãn has been with her husband Todd for 25 years. She is an outdoor enthusiast and avid golfer. Simple Impact is a branch office of the independent
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Commonwealth Financial Network. Shãn Sutherland (CA Insurance Lic. #0D28620) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Simple Impact or CES Insurance Agency. 2665 Main Street, Suite 240B, Santa Monica, CA 90405 310.773.4411.
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