Professional Focus and Services

As someone deeply committed to social justice and sustainability, I help clients develop clear, disciplined financial strategies that incorporate their social and political values every step of the way. I partner with individuals, small businesses, and non-profit organizations to make money and finance accessible and understandable.

Complimentary Financial Review
I offer a no-cost, no-obligation introductory meeting for us to learn more about one another. The primary goal is to share and understand expectations for the planning relationship, and to review your financial goals and social values. We'll have an honest discussion of what SRI is and isn't, and then start to sketch a plan to move forward together.

Financial Planning and Investment Management
We may partner on one or many of a broad array of topics, question and issues, from the basics of investing and asset allocation to more holistic investment and financial planning strategies. Services include:

• Analysis of your current investments, discussion of alternatives;
• Risk assessment and asset allocation;
• Retirement planning for individuals;
• Group retirement plans and employee benefits for small businesses;
• Estate planning and philanthropy; and
• Health, life, and disability insurance for individuals and groups.

Fees and Compensation
My fees are flexible and tailored to your needs, as different circumstances call for different solutions. No matter which approach is chosen, all costs are laid out and compared clearly.

• Hourly planning at $125/hour. This is reduced when combined with portfolio management services.
• Commission accounts, which are generally best for those with $25,000 or less to invest.
• Fee-based relationship for broad accounts management. Typically between 1% and 1.5% of total assets per year.

Note: I happily offer reduced fees for people affiliated with social justice organizations and involved in similar work.

Professional Affiliations

Investments and finance are constantly evolving. Participating in the myriad networks committed to socially responsible and sustainable investing is one way that I keep my skills and knowledge fresh.

• First Affirmative Financial Network, LLC
• Green America
• Social Investment Forum
• Financial Planning Association
• Green Chamber of Commerce
• Sustainable Business Alliance

Education and Experience

• Started in financial services in 2002, first licensed in 2004.
• CFP® Professional since 2008
• BA, Latin American Studies, University of Connecticut, Storrs
• FINRA Series 7, Series 66, and California Life Insurance and Variable Annuity License #0F05736

Community Involvement

I volunteer with and financially support a variety of progressive organizations and campaigns in the Bay Area, including People Organized to Win Employment Rights (POWER), Left Turn, Global Exchange, and Green for All. I believe strongly in economic, racial and environmental justice, which are at the forefront of efforts to create a sustainable and just world where people matter as much as profits do.

Personal Notes

I really enjoy reading non-fiction, strength training, dancing, playing bass, and messing with computers to make them do what I want. And since I learned by asking tons of questions, I like to share that computer experience, which means clients can contact me for their emergency backup tech support needs.

Disclaimer
Registered Representative and Investment Advisory Representative of Financial West Group, Member FINRA, SIPC

Ian McLeod subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisory representative of First Affirmative.

*The Social Equity Group is not a Registered Investment Advisor with the SEC. First Affirmative and The Social Equity Group are not affiliates or subsidiaries of Financial West Group (FWG), Member FINRA, SIPC.
Back to Top

The credential CFP® listed above page bear trademarks; for technical reasons, trademarks are not shown above. We appreciate your understanding in this matter.