How can I be of service?
I assist progressive investors in reaching their long-term financial goals while contributing to a more equitable and sustainable future through Sustainable & Responsible Investing (SRI, ESG, & Impact Investing).
- Chartered SRI Counselor®* with 18 years experience in the financial services industry
- Specializing in fossil fuel free, gender equity, circular economy, and social justice investment strategies
- Master’s degree in Ecological Economics from the University of Edinburgh
Services | Portfolio Management ($500k Minimum). Insurance Planning; Retirement Planning.
Location | San Luis Obispo, CA and serving clients nationwide.
Phone | (310) 779-1614
“For me, the heart of this work is partnership. I want every client to feel seen, supported, and empowered to make financial decisions that reflect who they are and what they care about. When we align money with values, we’re not just managing wealth—we’re shaping the future in a way that feels authentic and purposeful.”
“Ultimately, we’re driven by the same mission: to make a meaningful difference for our clients, our communities, and the planet. That shared purpose is our North Star—allowing us to stay aligned, focused, and fully committed to doing the work that matters.”
My Team
I have always believed that two heads are better than one. That’s why I invited a long-time colleague, Dan Carreno, to join me at Natural Investments. Together, we leverage our collaboration and diversity of thought to elevate the work we do for clients. We serve individuals, families, and nonprofits, delivering personalized, values-aligned investment management, comprehensive financial planning, and holistic financial consulting.
Drawing on decades of combined experience, we help clients navigate complex financial decisions, focusing on long-term wealth strategies that reflect each client’s values, priorities, and commitment to sustainable investing. Every client’s situation is unique, and we pride ourselves on providing thoughtful, attentive guidance to create tailored solutions that support financial goals and generate meaningful impact.
My Story
I was born in Long Beach and raised in Southern California. Early in my career in financial services, I witnessed firsthand the extractive nature of capital markets and became increasingly concerned that the system was creating a future I could not support. Seeking perspective and purpose, I made a life-changing move to Southeast Asia, where I gained a profound understanding of the urgent need to care for our planet and act with greater compassion toward others.
Motivated to deepen my understanding, I returned to school to earn a graduate degree in Ecological Economics from the University of Edinburgh, building on my undergraduate studies in Environmental Science and Chemistry from the University of Hawai’i at Hilo. This education gave me a meaningful framework for understanding the complex interactions between economic and environmental systems—and how capital markets can be drivers of positive change.
Since 2017, I have been fully committed to sustainable, responsible, and impact investing. I am inspired daily by the clients I work with and enjoy identifying opportunities that reflect their values. I bring nearly two decades of industry experience, including leadership roles with pioneering SRI firms such as Change Finance, Ethos ESG, and O-Six Impact Partners.
Outside of work, I am a certified yoga instructor and serve on the board of Auricle Productions, a nonprofit focused on environmental journalism. I am happiest on the ocean or spending time with my partner of six years and our two cats, Sukha and Noir. At my core, I believe that through compassionate action, we have the power to create a future defined by kindness, empathy, and meaningful connection.
Brittany holds the Chartered SRI Counselor (CSRIC®) designation, an industry-recognized credential in sustainable, responsible, and impact investing.