Shane G. Johnston
"I am dedicated to helping build a secure future for my clients and the community."
As a comprehensive financial planner and Accredited Investment Fiduciary® (AIF®) specializing in Socially Responsible Investments (SRI), Shane focuses on combining client values with winning portfolio solutions. He understands the needs of high net-worth individuals, families transferring wealth, foundation endowments, and organizations with a social or environmental mission. In his practice he addresses retirement planning, values-based investing, employee benefits, mission-driven investing and charitable giving programs.
Prior to joining Blue Summit Financial Group, Shane worked as a financial consultant at a nationally recognized investment firm where he co-managed over $70 million in assets. He is considered by those he works with to be a hard working professional with unprecedented values and ethics. Devoted to doing what's right for his clients and their families, Shane often takes on a 'quarterback-like' role, working closely with legal and tax advisors to be sure that their financial and estate plans are in good order.
Shane regularly facilitates workshops on SRI and pre-retirement planning. He has also worked directly with non-profits and their boards, leading dozens of seminars on topics such as retirement benefits programs, fiduciary duty, endowment management, and mission-driven investing strategies. Shane is available for public speaking events and has experience discussing a wide variety of topics related to financial planning, SRI, and investment management.
Shane is committed to keeping up with the never-ending changes in financial laws and regulations, and is currently a Certified Financial Planner™ Candidate. In addition, as an (AIF®), Shane attends continuing education courses to stay abreast of how to effectively apply practices and formal procedures in prudently managing investment decisions.
During an initial complimentary consultation, Shane will assist you in identifying your needs and goals to determine if he can be of assistance to you. All fee options are discussed in full detail at this time.
Professional Affiliations
- Member, First Affirmative Financial Network
- Member, Social Investment Forum
- Member, Co-Op America
- Board Secretary, Outdoor Education Foundation of San Diego
- Leadership Team, Net Impact Professional, San Diego
Education & Experience
- Certified Financial Planner™ Candidate, College for Financial Planning
- AIF®: Accredited Investment Fiduciary®, Center for Fiduciary Studies
- FINRA: Registered Representative Series 7
- Uniform Securities Agent Series 66
- Licensed Agent: Life, Health, Annuity
- Bachelor of Arts, Global Studies, University of California Santa Barbara
