Professional Focus and Services

As a comprehensive financial planner and Accredited Investment Fiduciary® designee 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 working towards his Certified Financial Planner™ certificate. In addition, as an AIF® designee, Shane attends continuing education courses to stay abreast of how to effectively apply practices and formal procedures for 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
• Founding Board Member, Outdoor Education Foundation of San Diego
• Leadership Team, Net Impact Professional, San Diego

Education and Experience

• CFP® Candidate: Certified Financial Planner™, College of Financial Planning
• Accredited Investment Fiduciary®designee, Center for Fiduciary Studies
• NASD: Registered Representative Series 7
• Uniform Securities Agent Series 66
• Licensed Agent: Life, Health, Annuity
• Bachelor of Arts, Global Studies, University of California Santa Barbara

Personal Notes

“I am dedicated to helping build a secure future for my clients and the community.”
—Shane Johnston

Disclaimer
Registered Representative with Cambridge Investment Research, Inc., Member FINRA, SIPC
Johnston subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisory representative of First Affirmative.

*Blue Summit Financial Group is not a Registered Investment Advisor with the SEC. First Affirmative and Blue Summit Financial Group are not affiliates or subsidiaries of Cambridge Investment Research, Inc., FINRA, SIPC. Shane .

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