About SRIplanner.com

SRIplanner.com is a website for individual investors and advisors to learn about Socially Responsible Investing and Financial Planning. Here you will find access to basic information, tools to help you, and resources for more in depth information. (Check out an introduction to the content in the site overview)

Founded in 2008 by a web developer in San Francisco, CA and a veteran Certified Financial Planner in Charlotte, NC, SRIplanner.com is the starting point for learning about Socially Responsible Investing (SRI). Having attended the SRI in the Rockies conference for several years and seeing that there was no website devoted to educating investors who are new to SRI, the idea was born.

There are other excellent websites for SRI, check out our Founding Sponsors as well as the resources page.